Institute for Wealth Management, LLC.

Position in TT — Trane Technologies plc

CIK 1533954 DENVER, CO

Position in TT

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

Position Value

$701,376

+$56,263 QoQ

Shares Held

1,428

-7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,000

of 1,802 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,783,656 across 6 Building Products & Equipment names. TT ranks #1 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc This page	1,428	$701,376
2	JCI	Johnson Controls International plc	4,753	$694,460
3	MAS	Masco Corp /De/	6,801	$553,397
4	CARR	CARRIER GLOBAL Corp	6,083	$446,188
5	WMS	Advanced Drainage Systems, Inc.	2,207	$346,410
6	LII	Lennox International Inc	73	$41,825

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$701,376	1,428	-7.8%	Shares	Sole	2026-07-28
2026-03-31	$645,113	1,548	-2.9%	Shares	Sole	2026-05-14
2025-12-31	$620,384	1,594	-1.3%	Shares	Sole	2026-01-27
2025-09-30	$681,465	1,615	+65.5%	Shares	Sole	2025-10-17
2025-06-30	$426,912	976	0.0%	Shares	Sole	2025-07-18
2025-03-31	$328,833	976	-0.5%	Shares	Sole	2025-04-21
2024-12-31	$362,332	981	+0.4%	Shares	Sole	2025-01-23
2024-09-30	$379,789	977	0.0%	Shares	Sole	2024-11-12
2024-06-30	$321,364	977	+22.4%	Shares	Sole	2024-07-25
2024-03-31	$239,559	798	-16.7%	Shares	Sole	2024-04-30
2023-12-31	$233,656	958	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.