Position in TT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$274,067
+$41,527 QoQ
Shares Held
558
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,370
of 1,802 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $274,067 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
|
558 | $274,067 |
All Filings in TT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,067 | 558 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $232,540 | 558 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $217,173 | 558 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $235,453 | 558 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $244,074 | 558 | Shares | Sole | 2025-07-08 | |
| 2024-12-31 | $206,097 | 558 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $216,911 | 558 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $235,842 | 717 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $215,243 | 717 | Shares | Sole | 2024-04-02 | |
| No filing history on record for this holder in this stock. | ||||||