Position in TT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$291,257
+$42,880 QoQ
Shares Held
593
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,346
of 1,802 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Falcon Wealth Planning holds $291,257 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
|
593 | $291,257 |
All Filings in TT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,257 | 593 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $248,377 | 596 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $219,508 | 564 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $242,627 | 575 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $249,323 | 570 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||