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PlanVest Financial, Inc

Position in CARR — CARRIER GLOBAL Corp

CIK 2135239 GAITHERSBURG, MD

Position in CARR

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$5,427
+$1,261 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,547
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, 2026

PlanVest Financial, Inc holds $130,167 across 3 Building Products & Equipment names. CARR ranks #2 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CARR
CARRIER GLOBAL Corp
This page
74 $5,427

All Filings in CARR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,427 74
2026-03-31 $4,166 74