Position in TT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,553,049
+$379,750 QoQ
Shares Held
5,198
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#605
of 1,802 holders
Holding Since
Dec 2021
19 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, 2026Keystone Wealth Services, LLC holds $2,788,870 across 2 Building Products & Equipment names. TT ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
5,198 | $2,553,049 | |
| 2 | JCI |
Johnson Controls International plc
|
1,614 | $235,821 |
All Filings in TT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,553,049 | 5,198 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,173,299 | 5,215 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,063,538 | 5,302 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,343,143 | 5,553 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,588,154 | 5,917 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,112,825 | 6,271 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,369,749 | 6,416 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,494,091 | 6,416 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,479,474 | 7,538 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,623,447 | 8,739 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,145,344 | 8,796 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,971,270 | 9,715 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,016,071 | 10,541 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,942,276 | 10,557 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,774,526 | 10,557 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,528,759 | 10,557 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,371,037 | 10,557 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,612,053 | 10,557 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,132,830 | 10,557 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||