Position in CARR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$227,898
-$48,692 QoQ
Shares Held
3,107
-32.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,206
of 1,618 holders
Holding Since
Sep 2024
6 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, 2026Phillips Wealth Planners LLC holds $875,246 across 2 Building Products & Equipment names. CARR ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,318 | $647,348 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
3,107 | $227,898 |
All Filings in CARR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,898 | 3,107 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $276,590 | 4,633 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $245,113 | 3,349 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $216,511 | 3,415 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $232,561 | 3,407 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $275,275 | 3,420 | Shares | Defined | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||