Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$309,096
+$72,651 QoQ
Shares Held
4,214
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#1,067
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, 2026Northwest Financial Advisors holds $309,096 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
|
4,214 | $309,096 |
All Filings in CARR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,096 | 4,214 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $236,445 | 4,199 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $221,135 | 4,185 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $258,023 | 4,322 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $315,375 | 4,309 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $272,366 | 4,296 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $292,357 | 4,283 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $343,933 | 4,273 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $268,783 | 4,261 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $246,994 | 4,249 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $243,358 | 4,236 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||