Wealth Preservation Advisors, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1968434
CHATTANOOGA, TN
Position in CARR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,506
-$111,576 QoQ
Shares Held
524
-80.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Wealth Preservation Advisors, LLC holds $332,024 across 1 Building Products & Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
676 | $332,024 |
All Filings in CARR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,506 | 524 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $141,082 | 2,670 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $159,458 | 2,671 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $192,928 | 2,636 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $167,122 | 2,636 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||