Avantax Planning Partners, Inc.

Position in TT — Trane Technologies plc

CIK 1005441 DUBUQUE, IA

Position in TT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,315,817

+$193,120 QoQ

Shares Held

2,679

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#778

of 1,799 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $1,972,874 across 3 Building Products & Equipment names. TT ranks #1 (66.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc This page	2,679	$1,315,817
2	CARR	CARRIER GLOBAL Corp	6,195	$454,403
3	JCI	Johnson Controls International plc	1,387	$202,654

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,315,817	2,679	-0.6%	Shares	Sole	2026-07-28
2026-03-31	$1,122,697	2,694	+1.0%	Shares	Sole	2026-05-04
2025-12-31	$1,038,385	2,668	+0.5%	Shares	Sole	2026-02-05
2025-09-30	$1,120,303	2,655	0.0%	Shares	Sole	2025-10-31
2025-06-30	$1,161,323	2,655	-0.4%	Shares	Sole	2025-08-11
2025-03-31	$897,891	2,665	-3.9%	Shares	Sole	2025-04-29
2024-12-31	$1,024,576	2,774	0.0%	Shares	Sole	2025-02-07
2024-09-30	$1,078,337	2,774	-3.9%	Shares	Sole	2024-11-14
2024-06-30	$949,291	2,886	-4.3%	Shares	Sole	2024-08-09
2024-03-31	$905,703	3,017	0.0%	Shares	Sole	2024-05-03
2023-12-31	$735,846	3,017	-4.1%	Shares	Sole	2024-02-09
2023-09-30	$638,151	3,145	-33.7%	Shares	Sole	2023-11-06
2023-06-30	$907,146	4,743	0.0%	Shares	Sole	2023-07-18
2023-03-31	$872,617	4,743	0.0%	Shares	Sole	2023-04-21
2022-12-31	$797,250	4,743	0.0%	Shares	Sole	2023-02-10
2022-09-30	$686,833	4,743	-4.2%	Shares	Sole	2022-10-14
2022-06-30	$643,116	4,952	-1.5%	Shares	Sole	2022-07-18
2022-03-31	$767,317	5,025	-2.6%	Shares	Sole	2022-05-09
2021-12-31	$1,041,868	5,157	0.0%	Shares	Sole	2022-01-28
2021-09-30	$890,356	5,157	+2.7%	Shares	Sole	2021-10-27
2021-06-30	$924,935	5,023	+57.7%	Shares	Sole	2021-08-10
2021-03-31	$527,308	3,185	+0.5%	Shares	Sole	2021-05-06
2020-12-31	$460,157	3,170	-0.8%	Shares	Sole	2021-02-04
2020-09-30	$387,636	3,197	0.0%	Shares	Sole	2020-10-28
2020-06-30	$284,469	3,197	-3.3%	Shares	Sole	2020-07-15
2020-03-31	$273,042	3,306	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.