Position in TT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$237,230
+$31,778 QoQ
Shares Held
483
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,454
of 1,802 holders
Holding Since
Jun 2021
10 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, 2026IBEX WEALTH ADVISORS holds $237,230 across 1 Building Products & Equipment name. TT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
483 | $237,230 |
All Filings in TT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,230 | 483 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $205,452 | 493 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $210,136 | 498 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $221,329 | 506 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $171,043 | 520 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $202,856 | 1,562 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $238,517 | 1,562 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $425,475 | 2,106 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $386,218 | 2,237 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $367,543 | 1,996 | Shares | Sole | 2021-08-20 | |
| No filing history on record for this holder in this stock. | ||||||