Envestnet Portfolio Solutions, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1998033 BERWYN, PA

Position in CARR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,407,513

+$503,288 QoQ

Shares Held

19,189

+19.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#570

of 1,618 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $17,680,082 across 9 Building Products & Equipment names. CARR ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	49,499	$7,232,298
2	TT	Trane Technologies plc	6,545	$3,214,642
3	CSL	Carlisle Companies Inc	6,173	$2,239,255
4	CARR	CARRIER GLOBAL Corp This page	19,189	$1,407,513
5	OC	Owens Corning	6,283	$998,745
6	MAS	Masco Corp /De/	10,617	$863,905
7	GFF	Griffon Corp	8,694	$847,925
8	LII	Lennox International Inc	1,073	$614,775

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,407,513	19,189	+19.5%	Shares	Sole	2026-07-20
2026-03-31	$904,225	16,058	-69.2%	Shares	Sole	2026-04-29
2025-12-31	$2,752,594	52,093	-3.1%	Shares	Sole	2026-02-06
2025-09-30	$3,209,292	53,757	-3.6%	Shares	Sole	2025-10-30
2025-06-30	$4,083,270	55,790	-7.9%	Shares	Sole	2025-07-25
2025-03-31	$3,839,821	60,565	+78.3%	Shares	Sole	2025-04-21
2024-12-31	$2,318,860	33,971	+3.8%	Shares	Sole	2025-02-10
2024-09-30	$2,634,115	32,726	-0.1%	Shares	Sole	2024-10-31
2024-06-30	$2,067,320	32,773	-1.1%	Shares	Sole	2024-07-16
2024-03-31	$1,925,556	33,125	+31.2%	Shares	Sole	2024-05-06
2023-12-31	$1,450,727	25,252	+11.4%	Shares	Sole	2024-02-07
2023-09-30	$1,251,715	22,676	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.