Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$421,835
+$97,490 QoQ
Shares Held
5,751
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#930
of 1,618 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $842,759 across 2 Building Products & Equipment names. CARR ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
5,751 | $421,835 | |
| 2 | TT |
Trane Technologies plc
|
857 | $420,924 |
All Filings in CARR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,835 | 5,751 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $324,345 | 5,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $314,239 | 5,947 | Shares | Sole | 2026-02-17 | |
| 2023-09-30 | $229,300 | 4,154 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $223,247 | 4,491 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $252,585 | 5,521 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $229,350 | 5,560 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $208,452 | 5,862 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $204,474 | 5,734 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $465,487 | 8,582 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||