Confluence Wealth Services, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1910411 MCMURRAY, PA

Position in CARR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$425,796

+$218,230 QoQ

Shares Held

5,805

+104.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#930

of 1,624 holders

Holding Since

Dec 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $3,586,578 across 4 Building Products & Equipment names. CARR ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	4,285	$2,104,620
2	JCI	Johnson Controls International plc	5,677	$829,466
3	CARR	CARRIER GLOBAL Corp This page	5,805	$425,796
4	MAS	Masco Corp /De/	2,786	$226,696

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,796	5,805	+104.7%	Shares	Sole	2026-07-22
2025-06-30	$207,566	2,836	-2.9%	Shares	Sole	2025-07-22
2024-12-31	$199,387	2,921	-0.8%	Shares	Sole	2025-01-27
2024-09-30	$236,962	2,944	-7.5%	Shares	Sole	2024-10-29
2021-12-31	$172,700	3,184	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.