Position in CARR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$363,816
+$88,066 QoQ
Shares Held
4,960
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,000
of 1,618 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026ANGELES WEALTH MANAGEMENT, LLC holds $1,454,327 across 3 Building Products & Equipment names. CARR ranks #3 (25.0% of the industry book) .
All Filings in CARR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,816 | 4,960 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $275,750 | 4,897 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $241,320 | 4,567 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $259,695 | 4,350 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $333,965 | 4,563 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $292,400 | 4,612 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $298,637 | 4,375 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $318,498 | 3,957 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $243,425 | 3,859 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $223,102 | 3,838 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $238,589 | 4,153 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $210,588 | 3,815 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||