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Core Wealth Partners LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1965078 SANTA ROSA, CA

Position in CARR

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$840,444
+$195,582 QoQ
Shares Held
11,458
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#711
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, 2026

Core Wealth Partners LLC holds $840,444 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
11,458 $840,444

All Filings in CARR

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $840,444 11,458
2026-03-31 $644,862 11,452
2025-12-31 $604,648 11,443
2025-09-30 $682,550 11,433
2025-06-30 $836,195 11,425
2025-03-31 $723,901 11,418
2024-12-31 $778,846 11,410
2024-09-30 $917,988 11,405
2024-06-30 $723,590 11,471
2024-03-31 $724,764 12,468
2023-12-31 $716,056 12,464
2023-09-30 $704,296 12,759
2023-06-30 $249,146 5,012
2023-03-31 $229,024 5,006
2022-12-31 $236,403 5,731