Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$981,496
+$228,012 QoQ
Shares Held
13,381
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#659
of 1,618 holders
Holding Since
Dec 2022
15 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, 2026Waterford Advisors, LLC holds $981,496 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
|
13,381 | $981,496 |
All Filings in CARR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,496 | 13,381 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $753,484 | 13,381 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $707,052 | 13,381 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $798,845 | 13,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $95,732 | 1,308 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $848,355 | 13,381 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $913,387 | 13,381 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,077,036 | 13,381 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $844,073 | 13,381 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $777,837 | 13,381 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $768,738 | 13,381 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $738,631 | 13,381 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $665,169 | 13,381 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $612,180 | 13,381 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $551,966 | 13,381 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||