Question 1

How many shares of CARR does Merit Financial Group, LLC own?

Accepted Answer

As of 2026-Q2, Merit Financial Group, LLC holds 57,321 shares of CARR (CARRIER GLOBAL CORP).

Question 2

What is Merit Financial Group, LLC's CARR position worth?

Accepted Answer

As of 2026-Q2, Merit Financial Group, LLC's CARR position is worth $4.2M.

Question 3

Is Merit Financial Group, LLC buying or selling CARR?

Accepted Answer

In 2026-Q2, Merit Financial Group, LLC increased their CARR position (+0.5% change in shares).

Question 4

When did Merit Financial Group, LLC first buy CARR?

Accepted Answer

Based on available 13F filings, Merit Financial Group, LLC first reported a position in CARR in 2024-Q3. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	57,321	+0.5%	$4.2M	0.0%	$73.09	27
2026-Q1	Increased	57,036	+17.3%	$3.2M	0.0%	$55.91	31
2025-Q4	Increased	48,623	+18.5%	$2.6M	0.0%	$52.24	31
2025-Q3	Decreased	41,027	-11.0%	$2.4M	0.0%	$58.80	0
2025-Q2	Increased	46,113	+21.3%	$3.4M	0.0%	$71.87	32
2025-Q1	Decreased	38,010	-9.2%	$2.4M	0.0%	$62.06	0
2024-Q4	Increased	41,867	+12.5%	$2.9M	0.1%	$66.81	30
2024-Q3	Decreased	37,211	-0.9%	$3M	0.1%	$78.31	0