Abound Wealth Management

Position in CARR — CARRIER GLOBAL Corp

CIK 1950323 FRANKLIN, TN

Position in CARR

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$79,878

+$9,829 QoQ

Shares Held

1,089

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,353

of 1,618 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Abound Wealth Management holds $195,959 across 9 Building Products & Equipment names. CARR ranks #2 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	203	$99,705
2	CARR	CARRIER GLOBAL Corp This page	1,089	$79,878
3	JCI	Johnson Controls International plc	71	$10,373
4	OC	Owens Corning	33	$5,245
5	GFF	Griffon Corp	2	$195
6	MAS	Masco Corp /De/	2	$162
7	ARLO	Arlo Technologies, Inc.	12	$161
8	TREX	Trex Co Inc	3	$150

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,878	1,089	-12.5%	Shares	Sole	2026-07-10
2026-03-31	$70,049	1,244	-0.8%	Shares	Sole	2026-04-10
2025-12-31	$66,261	1,254	+5.8%	Shares	Sole	2026-01-12
2025-09-30	$70,744	1,185	-2.5%	Shares	Sole	2025-10-10
2025-06-30	$88,999	1,216	+0.3%	Shares	Sole	2025-07-14
2025-03-31	$76,840	1,212	+621.4%	Shares	Sole	2025-04-17
2024-12-31	$11,467	168	-0.6%	Shares	Sole	2025-01-13
2024-09-30	$13,602	169	-1.2%	Shares	Sole	2024-11-04
2024-06-30	$10,786	171	-1.2%	Shares	Sole	2024-08-09
2024-03-31	$10,056	173	+4.8%	Shares	Sole	2024-08-08
2023-12-31	$9,479	165	0.0%	Shares	Sole	2024-08-08
2023-09-30	$9,108	165	-7.8%	Shares	Sole	2024-08-08
2023-06-30	$8,898	179	+80.8%	Shares	Sole	2024-08-08
2023-03-31	$4,529	99	0.0%	Shares	Sole	2024-08-07
2022-12-31	$4,083	99	+141.5%	Shares	Sole	2024-08-07
2022-09-30	$1,457	41	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.