PERSONAL CFO SOLUTIONS, LLC

Position in TT — Trane Technologies plc

CIK 1677501 CHESTER, NJ

Position in TT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$523,085

+$110,930 QoQ

Shares Held

1,065

+7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,095

of 1,799 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Industrials · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,199,522 across 4 Building Products & Equipment names. TT ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp	24,912	$1,827,295
2	TT	Trane Technologies plc This page	1,065	$523,085
3	JCI	Johnson Controls International plc	3,068	$448,265
4	AAON	Aaon, Inc.	3,160	$400,877

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$523,085	1,065	+7.7%	Shares	Sole	2026-08-07
2026-03-31	$412,155	989	-43.1%	Shares	Sole	2026-04-30
2025-12-31	$676,040	1,737	-6.5%	Shares	Defined	2026-01-22
2025-09-30	$784,001	1,858	-0.3%	Shares	Defined	2025-11-10
2025-06-30	$814,894	1,863	+38.5%	Shares	Defined	2025-08-12
2025-03-31	$453,157	1,345	+16.7%	Shares	Defined	2025-04-30
2024-12-31	$425,860	1,153	+2.4%	Shares	Defined	2025-02-07
2024-09-30	$437,709	1,126	-1.7%	Shares	Defined	2024-11-14
2024-06-30	$376,953	1,146	+1.6%	Shares	Defined	2024-08-09
2024-03-31	$338,625	1,128	+3.5%	Shares	Defined	2024-05-13
2023-12-31	$265,851	1,090	-16.8%	Shares	Defined	2024-02-13
2023-09-30	$265,812	1,310	-2.7%	Shares	Defined	2023-11-13
2023-06-30	$257,627	1,347	-0.3%	Shares	Defined	2023-08-10
2023-03-31	$248,556	1,351	-3.9%	Shares	Defined	2023-05-09
2022-12-31	$236,334	1,406	-17.0%	Shares	Defined	2023-02-14
2021-06-30	$311,749	1,693	-0.6%	Shares	Defined	2021-07-22
2021-03-31	$281,948	1,703	—	Shares	Defined	2021-04-21
No filing history on record for this holder in this stock.