Position in TT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,316,324
+$1,238,060 QoQ
Shares Held
21,004
-3.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.85%
of 13F equity value
Holder Rank
#340
of 1,799 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Roberts Wealth Advisors, LLC holds $10,316,324 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
|
21,004 | $10,316,324 |
All Filings in TT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,316,324 | 21,004 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,078,264 | 21,784 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,099,641 | 20,811 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,349,367 | 22,157 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,699,566 | 22,175 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,484,656 | 25,183 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $9,371,517 | 25,373 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,059,554 | 25,878 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,501,524 | 25,846 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,859,236 | 26,180 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $20,392 | 27,632 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,709,481 | 28,138 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,322,192 | 27,827 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $5,293,472 | 28,772 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,795,943 | 28,532 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $4,092,620 | 28,262 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,586,360 | 27,615 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,081,060 | 26,726 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $5,379,048 | 26,625 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,544,320 | 26,321 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||