Robertson Stephens Wealth Management, LLC
Position in TT — Trane Technologies plc
CIK 1767307
San Francisco, CA
Position in TT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$655,698
+$129,356 QoQ
Shares Held
1,335
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,016
of 1,799 holders
Holding Since
Jun 2025
5 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, 2026Robertson Stephens Wealth Management, LLC holds $1,047,313 across 2 Building Products & Equipment names. TT ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
1,335 | $655,698 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
5,339 | $391,615 |
All Filings in TT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,698 | 1,335 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $526,342 | 1,263 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $499,343 | 1,283 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $528,293 | 1,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $570,820 | 1,305 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||