Position in CARR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$585,406
+$139,431 QoQ
Shares Held
7,981
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#815
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, 2026FSM Wealth Advisors, LLC holds $1,133,736 across 3 Building Products & Equipment names. CARR ranks #1 (51.6% 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 | $585,406 | 7,981 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $445,975 | 7,920 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $376,749 | 7,130 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $622,611 | 10,429 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $752,759 | 10,285 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $463,644 | 7,313 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $467,376 | 6,847 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $512,962 | 6,373 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $393,429 | 6,237 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $365,695 | 6,291 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $354,351 | 6,168 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $201,424 | 3,649 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||