Position in CARR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$417,508
+$96,992 QoQ
Shares Held
5,692
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#935
of 1,618 holders
Holding Since
Dec 2025
3 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, 2026Eagle Wealth Advisors LLC holds $417,508 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
|
5,692 | $417,508 |
All Filings in CARR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,508 | 5,692 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $320,516 | 5,692 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $300,765 | 5,692 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||