Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,619
+$10,976 QoQ
Shares Held
3,185
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#1,190
of 1,618 holders
Holding Since
Sep 2024
4 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, 2026ELEVATE WEALTH ADVISORY, INC holds $233,619 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
|
3,185 | $233,619 |
All Filings in CARR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,619 | 3,185 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $222,643 | 3,042 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $205,735 | 3,014 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $242,274 | 3,010 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||