Position in TT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$256,876
+$38,921 QoQ
Shares Held
523
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,414
of 1,802 holders
Holding Since
Sep 2024
6 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, 2026ShankerValleau Wealth Advisors, Inc. holds $256,876 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
|
523 | $256,876 |
All Filings in TT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,876 | 523 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $217,955 | 523 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $203,551 | 523 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $220,685 | 523 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $229,640 | 525 | Shares | Sole | 2025-07-08 | |
| 2024-09-30 | $204,083 | 525 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||