Wealth Enhancement Trust Services, Inc.
Position in CARR — CARRIER GLOBAL Corp
CIK 2067696
SIOUX FALLS, SD
Position in CARR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,197,291
+$289,237 QoQ
Shares Held
16,323
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#613
of 1,618 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $1,478,662 across 13 Building Products & Equipment names. CARR ranks #1 (81.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
16,323 | $1,197,291 | |
| 2 | TT |
Trane Technologies plc
|
248 | $121,807 | |
| 3 | JCI |
Johnson Controls International plc
|
608 | $88,834 | |
| 4 | MAS |
Masco Corp /De/
|
424 | $34,500 | |
| 5 | OC |
Owens Corning
|
128 | $20,346 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
81 | $7,247 | |
| 7 | LII |
Lennox International Inc
|
6 | $3,436 | |
| 8 | CSL |
Carlisle Companies Inc
|
6 | $2,176 |
All Filings in CARR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,291 | 16,323 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $908,054 | 16,126 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $871,859 | 16,500 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||