Wescott Financial Advisory Group, LLC
Position in TT — Trane Technologies plc
CIK 1864880
Philadelphia, PA
Position in TT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$855,109
+$139,567 QoQ
Shares Held
1,741
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#932
of 1,799 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $3,485,977 across 3 Building Products & Equipment names. TT ranks #2 (24.5% of the industry book) .
All Filings in TT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,109 | 1,741 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $715,542 | 1,717 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $669,034 | 1,719 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $714,800 | 1,694 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $735,723 | 1,682 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $562,319 | 1,669 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $646,362 | 1,750 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $669,781 | 1,723 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $557,536 | 1,695 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $816,544 | 2,720 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $663,408 | 2,720 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $551,915 | 2,720 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $520,227 | 2,720 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $500,425 | 2,720 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $382,740 | 2,277 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $264,567 | 1,827 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $237,012 | 1,825 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $277,914 | 1,820 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $367,694 | 1,820 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $314,913 | 1,824 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $335,134 | 1,820 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $301,319 | 1,820 | Shares | Sole | 2021-06-25 | |
| 2020-12-31 | $264,191 | 1,820 | Shares | Sole | 2021-06-25 | |
| No filing history on record for this holder in this stock. | ||||||