Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$314,084
+$103,623 QoQ
Shares Held
4,282
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,063
of 1,624 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $951,559 across 3 Building Products & Equipment names. CARR ranks #2 (33.0% of the industry book) .
All Filings in CARR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,084 | 4,282 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $210,461 | 3,983 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||