Capital Advisors Wealth Management, LLC
Position in TT — Trane Technologies plc
CIK 1824700
YAKIMA, WA
Position in TT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$396,366
+$60,057 QoQ
Shares Held
807
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,212
of 1,799 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $396,366 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
|
807 | $396,366 |
All Filings in TT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,366 | 807 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $336,309 | 807 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $315,252 | 810 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $340,521 | 807 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $352,115 | 805 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $271,220 | 805 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||