Skip to main content

Whipplewood Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 2052510 LITTLETON, CO

Position in CARR

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,667
-$5,286 QoQ
Shares Held
50
-68.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,568
of 1,618 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, 2026

Whipplewood Advisors, LLC holds $55,378 across 4 Building Products & Equipment names. CARR ranks #3 (6.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CARR
CARRIER GLOBAL Corp
This page
50 $3,667

All Filings in CARR

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,667 50
2026-03-31 $8,953 159
2025-12-31 $211 4
2025-06-30 $18,662 255
2025-03-31 $12,488 197
2024-12-31 $17,815 261