HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 2026645
NEW LONDON, NH
Position in CARR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$35,941
+$1,367 QoQ
Shares Held
490
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,426
of 1,618 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $1,251,881 across 4 Building Products & Equipment names. CARR ranks #2 (2.9% of the industry book) .
All Filings in CARR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,941 | 490 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $34,574 | 614 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $78,678 | 1,489 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $310,081 | 5,194 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $964,351 | 13,176 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $841,952 | 13,280 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $879,325 | 12,882 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||