ROBINSON SMITH WEALTH ADVISORS LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 2008554
South Portland, ME
Position in CARR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$409,072
+$51,560 QoQ
Shares Held
5,577
-12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#944
of 1,618 holders
Holding Since
Dec 2023
11 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, 2026ROBINSON SMITH WEALTH ADVISORS LLC holds $409,072 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
|
5,577 | $409,072 |
All Filings in CARR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,072 | 5,577 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $357,512 | 6,349 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $335,481 | 6,349 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $379,035 | 6,349 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $464,683 | 6,349 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $402,526 | 6,349 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $433,382 | 6,349 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $531,958 | 6,609 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $417,148 | 6,613 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $384,181 | 6,609 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $379,916 | 6,613 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||