Massachusetts Wealth Management
Position in CARR — CARRIER GLOBAL Corp
CIK 1966011
NORTH ANDOVER, MA
Position in CARR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,695,118
+$414,911 QoQ
Shares Held
23,110
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#522
of 1,621 holders
Holding Since
Sep 2023
12 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, 2026Massachusetts Wealth Management holds $4,610,152 across 2 Building Products & Equipment names. CARR ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
5,935 | $2,915,034 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
23,110 | $1,695,118 |
All Filings in CARR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,695,118 | 23,110 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,280,207 | 22,735 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,189,428 | 22,510 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,349,817 | 22,610 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,548,700 | 21,160 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,306,040 | 20,600 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,284,994 | 18,825 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,412,599 | 17,550 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,032,935 | 16,375 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $668,495 | 11,500 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $475,398 | 8,275 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $238,740 | 4,325 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||