Position in CARR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$346,212
+$73,954 QoQ
Shares Held
4,720
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,019
of 1,621 holders
Holding Since
Dec 2024
6 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, 2026Pines Wealth Management, LLC holds $1,598,670 across 2 Building Products & Equipment names. CARR ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
2,550 | $1,252,458 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
4,720 | $346,212 |
All Filings in CARR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,212 | 4,720 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $272,258 | 4,835 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $245,706 | 4,650 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $234,859 | 3,934 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $232,378 | 3,175 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $233,312 | 3,418 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||