Position in CARR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,736
+$2,727 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,505
of 1,618 holders
Holding Since
Mar 2026
2 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, 2026High Point Wealth Management, LLC holds $11,736 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
160 | $11,736 |
All Filings in CARR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,736 | 160 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,009 | 160 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||