Position in TT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$266,208
+$42,419 QoQ
Shares Held
542
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,393
of 1,802 holders
Holding Since
Mar 2024
8 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, 2026Forum Private Client Group LLC holds $266,208 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
|
542 | $266,208 |
All Filings in TT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,208 | 542 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $223,789 | 537 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $207,832 | 534 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $225,326 | 534 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $233,576 | 534 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $207,581 | 534 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $233,211 | 709 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $212,841 | 709 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||