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, 2026Core 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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,444 | 11,458 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $644,862 | 11,452 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $604,648 | 11,443 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $682,550 | 11,433 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $836,195 | 11,425 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $723,901 | 11,418 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $778,846 | 11,410 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $917,988 | 11,405 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $723,590 | 11,471 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $724,764 | 12,468 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $716,056 | 12,464 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $704,296 | 12,759 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $249,146 | 5,012 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $229,024 | 5,006 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $236,403 | 5,731 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||