Northwest & Ethical Investments L.P.

Position in CARR — CARRIER GLOBAL Corp

CIK 2033536 TORONTO, A6

Position in CARR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,032,331

-$18,199,738 QoQ

Shares Held

18,333

-95.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Northwest & Ethical Investments L.P. holds $35,894,961 across 8 Building Products & Equipment names. CARR ranks #6 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	41,430	$17,265,538
2	AAON	Aaon, Inc.	113,416	$9,385,174
3	FBIN	Fortune Brands Innovations, Inc.	95,959	$3,739,522
4	JCI	Johnson Controls International plc	12,072	$1,580,828
5	WMS	Advanced Drainage Systems, Inc.	9,062	$1,242,672
6	CARR	CARRIER GLOBAL Corp This page	18,333	$1,032,331
7	TREX	Trex Co Inc	23,766	$865,557
8	CSL	Carlisle Companies Inc	2,348	$783,339

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,032,331	18,333	-95.0%	Shares	Sole	2026-05-14
2025-12-31	$19,232,069	363,968	-7.8%	Shares	Sole	2026-02-17
2025-09-30	$23,567,589	394,767	+30.9%	Shares	Sole	2025-11-12
2025-06-30	$22,075,055	301,613	-7.2%	Shares	Sole	2025-08-13
2025-03-31	$20,608,677	325,058	-1.2%	Shares	Sole	2025-05-13
2024-12-31	$22,449,144	328,877	-7.7%	Shares	Sole	2025-02-11
2024-09-30	$28,679,150	356,307	-12.0%	Shares	Sole	2024-11-14
2024-06-30	$25,544,750	404,958	-0.8%	Shares	Sole	2024-08-14
2024-03-31	$23,737,792	408,357	+45.3%	Shares	Sole	2025-07-09
2023-12-31	$16,149,769	281,110	+49.0%	Shares	Sole	2025-07-09
2023-09-30	$10,410,996	188,605	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.