Position in CARR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,743
+$3,425 QoQ
Shares Held
201
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,498
of 1,624 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, 2026VSM Wealth Advisory, LLC holds $20,636 across 2 Building Products & Equipment names. CARR ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
201 | $14,743 | |
| 2 | TT |
Trane Technologies plc
|
12 | $5,893 |
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,743 | 201 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,318 | 201 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,620 | 201 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,999 | 201 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,711 | 201 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,743 | 201 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,720 | 201 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||