AXXCESS WEALTH MANAGEMENT, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1911056 CARLSBAD, CA

Position in CARR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$713,475

+$334,137 QoQ

Shares Held

9,727

+35.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#756

of 1,618 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Industrials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $8,892,662 across 4 Building Products & Equipment names. CARR ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	46,590	$6,807,264
2	MAS	Masco Corp /De/	13,299	$1,082,139
3	CARR	CARRIER GLOBAL Corp This page	9,727	$713,475
4	TT	Trane Technologies plc	590	$289,784

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$713,475	9,727	+35.5%	Shares	Sole	2026-07-28
2025-12-31	$379,338	7,179	-91.5%	Shares	Sole	2026-02-19
2025-09-30	$5,042,023	84,456	+7.6%	Shares	Sole	2025-11-07
2025-06-30	$5,745,195	78,497	+1018.7%	Shares	Sole	2025-07-28
2025-03-31	$444,877	7,017	-5.9%	Shares	Sole	2025-04-30
2024-12-31	$508,810	7,454	-38.2%	Shares	Sole	2025-02-10
2024-09-30	$970,950	12,063	-14.0%	Shares	Sole	2024-11-04
2024-06-30	$885,264	14,034	-4.0%	Shares	Sole	2024-08-09
2024-03-31	$849,686	14,617	+5.9%	Shares	Sole	2024-05-14
2023-12-31	$793,269	13,808	+53.1%	Shares	Sole	2024-02-06
2023-09-30	$497,683	9,016	+67.0%	Shares	Sole	2023-11-14
2023-06-30	$268,334	5,398	-18.7%	Shares	Sole	2023-08-08
2022-03-31	$304,530	6,639	0.0%	Shares	Sole	2022-08-11
2021-12-31	$360,099	6,639	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.