Ulland Investment Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1911497 MINNEAPOLIS, MN

Position in CARR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$159,096

+$36,960 QoQ

Shares Held

2,169

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,294

of 1,624 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Ulland Investment Advisors, LLC holds $159,096 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CARR	CARRIER GLOBAL Corp This page	2,169	$159,096

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$159,096	2,169	0.0%	Shares	Sole	2026-07-16
2026-03-31	$122,136	2,169	0.0%	Shares	Sole	2026-04-27
2025-12-31	$114,609	2,169	0.0%	Shares	Sole	2026-01-08
2025-09-30	$129,489	2,169	+4.1%	Shares	Sole	2025-11-13
2025-06-30	$152,527	2,084	0.0%	Shares	Sole	2025-07-24
2025-03-31	$132,125	2,084	0.0%	Shares	Sole	2025-04-15
2024-12-31	$142,253	2,084	0.0%	Shares	Sole	2025-01-16
2024-09-30	$167,741	2,084	0.0%	Shares	Sole	2024-10-15
2024-06-30	$131,458	2,084	0.0%	Shares	Sole	2024-07-16
2024-03-31	$121,142	2,084	-2.8%	Shares	Sole	2024-04-25
2023-12-31	$123,172	2,144	0.0%	Shares	Sole	2024-01-16
2023-09-30	$118,348	2,144	0.0%	Shares	Sole	2023-10-23
2023-06-30	$106,578	2,144	0.0%	Shares	Sole	2023-07-20
2023-03-31	$98,088	2,144	0.0%	Shares	Sole	2023-04-17
2022-12-31	$88,440	2,144	+2.1%	Shares	Sole	2023-01-31
2022-09-30	$74,640	2,099	0.0%	Shares	Sole	2022-10-12
2022-06-30	$74,850	2,099	0.0%	Shares	Sole	2022-07-25
2022-03-31	$96,281	2,099	+2.9%	Shares	Sole	2022-05-09
2021-12-31	$110,595	2,039	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.