Mowery & Schoenfeld Wealth Management, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$57,873
+$13,445 QoQ
Shares Held
789
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,385
of 1,618 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $512,398 across 3 Building Products & Equipment names. CARR ranks #2 (11.3% of the industry book) .
All Filings in CARR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,873 | 789 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $44,428 | 789 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $42,800 | 810 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $47,103 | 789 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $64,553 | 882 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $55,918 | 882 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $60,205 | 882 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,268 | 140 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,831 | 140 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,138 | 140 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,043 | 140 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||