INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in CARR — CARRIER GLOBAL Corp
CIK 925953
THE WOODLANDS, TX
Position in CARR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$714,282
+$165,992 QoQ
Shares Held
9,738
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#755
of 1,618 holders
Holding Since
Jun 2020
24 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, 2026INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $714,282 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
|
9,738 | $714,282 |
All Filings in CARR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,282 | 9,738 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $548,290 | 9,737 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $543,723 | 10,290 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $634,133 | 10,622 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $839,489 | 11,470 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $632,858 | 9,982 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $681,780 | 9,988 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $807,797 | 10,036 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $664,043 | 10,527 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $637,569 | 10,968 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $635,339 | 11,059 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $615,921 | 11,158 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $554,614 | 11,157 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $510,387 | 11,156 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $460,185 | 11,156 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $396,671 | 11,155 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $401,210 | 11,251 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $558,696 | 12,180 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $659,504 | 12,159 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $645,809 | 12,477 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $611,193 | 12,576 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $497,866 | 13,199 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $423,986 | 13,883 | Shares | Sole | 2021-03-10 | |
| 2020-06-30 | $308,458 | 13,882 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||