HOWE & RUSLING INC

Position in CARR — CARRIER GLOBAL Corp

CIK 769963 ROCHESTER, NY

Position in CARR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$282,764

+$81,907 QoQ

Shares Held

3,855

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,101

of 1,618 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Industrials · as of Jun 30, 2026

HOWE & RUSLING INC holds $1,762,507 across 4 Building Products & Equipment names. CARR ranks #4 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	1,287	$632,122
2	LPX	Louisiana-Pacific Corp	6,234	$490,366
3	AWI	Armstrong World Industries Inc	2,227	$357,255
4	CARR	CARRIER GLOBAL Corp This page	3,855	$282,764

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,764	3,855	+8.1%	Shares	Sole	2026-08-10
2026-03-31	$200,857	3,567	+37.1%	Shares	Sole	2026-04-28
2024-09-30	$209,434	2,602	-27.8%	Shares	Sole	2024-11-08
2024-06-30	$227,214	3,602	+4.9%	Shares	Sole	2024-08-14
2022-09-30	$122,148	3,435	+87.2%	Shares	Sole	2022-11-14
2022-06-30	$65,436	1,835	0.0%	Shares	Sole	2022-08-15
2022-03-31	$84,171	1,835	-12.0%	Shares	Sole	2022-05-10
2021-12-31	$113,090	2,085	+13.6%	Shares	Sole	2022-02-14
2021-09-30	$94,979	1,835	0.0%	Shares	Sole	2021-11-15
2021-06-30	$89,181	1,835	0.0%	Shares	Sole	2021-08-13
2021-03-31	$77,473	1,835	-47.3%	Shares	Sole	2021-05-13
2020-12-31	$131,265	3,480	+107.1%	Shares	Sole	2021-02-08
2020-09-30	$51,307	1,680	-8.2%	Shares	Sole	2020-11-06
2020-06-30	$40,662	1,830	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.