Dogwood Wealth Management LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 2056922 LENEXA, KS

Position in CARR

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$7,701

+$2,465 QoQ

Shares Held

105

+12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,524

of 1,618 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $63,411 across 5 Building Products & Equipment names. CARR ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	221	$32,290
2	AWI	Armstrong World Industries Inc	69	$11,068
3	TT	Trane Technologies plc	19	$9,332
4	CARR	CARRIER GLOBAL Corp This page	105	$7,701
5	OC	Owens Corning	19	$3,020

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,701	105	+12.9%	Shares	Sole	2026-07-06
2026-03-31	$5,236	93	-12.3%	Shares	Sole	2026-05-12
2025-12-31	$5,601	106	+186.5%	Shares	Sole	2026-02-04
2025-09-30	$2,208	37	-63.0%	Shares	Sole	2025-11-12
2025-06-30	$7,319	100	+16.3%	Shares	Sole	2025-07-18
2025-03-31	$5,452	86	+168.8%	Shares	Sole	2025-04-30
2024-12-31	$2,184	32	0.0%	Shares	Sole	2025-03-04
2024-09-30	$2,575	32	0.0%	Shares	Sole	2025-02-28
2024-06-30	$2,018	32	0.0%	Shares	Sole	2025-03-04
2024-03-31	$1,860	32	0.0%	Shares	Sole	2025-02-28
2023-12-31	$1,838	32	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.