LIBERTY WEALTH MANAGEMENT LLC

Position in TT — Trane Technologies plc

CIK 1769302 OAKLAND, CA

Position in TT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$425,344

+$64,448 QoQ

Shares Held

866

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,189

of 1,802 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $425,344 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	866	$425,344

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,344	866	0.0%	Shares	Sole	2026-08-06
2026-03-31	$360,896	866	-0.8%	Shares	Sole	2026-05-12
2025-12-31	$339,771	873	-2.7%	Shares	Sole	2026-02-04
2025-09-30	$378,498	897	-1.2%	Shares	Sole	2025-10-31
2025-06-30	$397,168	908	+0.1%	Shares	Sole	2025-08-01
2025-03-31	$305,586	907	+2.1%	Shares	Sole	2025-05-12
2024-12-31	$327,982	888	-4.0%	Shares	Sole	2025-02-10
2024-09-30	$359,575	925	-1.9%	Shares	Sole	2024-11-04
2024-06-30	$310,180	943	-1.8%	Shares	Sole	2024-08-07
2024-03-31	$288,192	960	-0.3%	Shares	Sole	2024-05-03
2023-12-31	$234,875	963	-5.7%	Shares	Sole	2024-02-09
2023-09-30	$207,171	1,021	-2.9%	Shares	Sole	2023-11-13
2023-06-30	$201,205	1,052	+36.1%	Shares	Sole	2023-08-10
2021-09-30	$133,458	773	-23.2%	Shares	Sole	2021-11-15
2021-06-30	$185,428	1,007	+33.2%	Shares	Sole	2021-08-13
2021-03-31	$125,163	756	0.0%	Shares	Sole	2021-05-17
2020-12-31	$109,740	756	+2.4%	Shares	Sole	2021-02-09
2020-09-30	$89,482	738	0.0%	Shares	Sole	2020-11-05
2020-06-30	$65,667	738	0.0%	Shares	Sole	2020-08-04
2020-03-31	$60,951	738	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.