Position in TT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,677,311
+$254,144 QoQ
Shares Held
3,415
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#708
of 1,802 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $2,109,114 across 6 Building Products & Equipment names. TT ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
3,415 | $1,677,311 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
4,496 | $329,781 | |
| 3 | JCI |
Johnson Controls International plc
|
580 | $84,743 | |
| 4 | WMS |
Advanced Drainage Systems, Inc.
|
66 | $10,359 | |
| 5 | OC |
Owens Corning
|
28 | $4,450 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
45 | $2,470 |
All Filings in TT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,677,311 | 3,415 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,423,167 | 3,415 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,327,172 | 3,410 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,438,883 | 3,410 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,491,568 | 3,410 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,148,897 | 3,410 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,261,330 | 3,415 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,325,569 | 3,410 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,113,756 | 3,386 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,070,213 | 3,565 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $869,503 | 3,565 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $824,829 | 4,065 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $833,893 | 4,360 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $802,152 | 4,360 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $707,658 | 4,210 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $616,311 | 4,256 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $552,726 | 4,256 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $533,075 | 3,491 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $705,286 | 3,491 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $667,464 | 3,866 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $711,885 | 3,866 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $640,054 | 3,866 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $564,962 | 3,892 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $471,905 | 3,892 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $346,310 | 3,892 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $321,440 | 3,892 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||