Position in CARR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$411,346
-$145,672 QoQ
Shares Held
5,608
-43.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#942
of 1,618 holders
Holding Since
Jun 2023
9 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, 2026Gateway Wealth Partners, LLC holds $411,346 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
|
5,608 | $411,346 |
All Filings in CARR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,346 | 5,608 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $557,018 | 9,892 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $644,291 | 8,803 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $553,101 | 8,724 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $704,921 | 10,327 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $258,292 | 3,209 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $203,117 | 3,220 | Shares | Sole | 2024-08-16 | |
| 2023-09-30 | $264,518 | 4,792 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $257,348 | 5,177 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||