Position in TT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,019,040
+$261,704 QoQ
Shares Held
9,644
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $4,019,040 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
|
9,644 | $4,019,040 |
All Filings in TT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,019,040 | 9,644 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,757,336 | 9,654 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,073,601 | 9,654 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,222,756 | 9,654 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,252,625 | 9,654 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,565,704 | 9,654 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,172,239 | 10,733 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,530,405 | 10,733 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,222,046 | 10,733 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,617,778 | 10,733 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,177,833 | 10,733 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,121,838 | 11,094 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,030,035 | 11,034 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,900,089 | 11,304 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,713,826 | 11,835 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,535,712 | 11,825 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,805,677 | 11,825 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,399,106 | 11,875 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,058,851 | 11,925 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $2,375,958 | 12,903 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $2,136,220 | 12,903 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $1,872,999 | 12,903 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $1,564,488 | 12,903 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $1,454,200 | 16,343 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $1,349,768 | 16,343 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||