Position in TT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$360,019
+$55,383 QoQ
Shares Held
733
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,255
of 1,802 holders
Holding Since
Dec 2021
13 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, 2026Horizon Family Wealth, Inc. holds $360,019 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
|
733 | $360,019 |
All Filings in TT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,019 | 733 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $304,636 | 731 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $284,894 | 732 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $308,452 | 731 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $317,996 | 727 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $244,267 | 725 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $308,037 | 834 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $323,422 | 832 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $273,011 | 830 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $248,565 | 828 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $256,094 | 1,050 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $211,432 | 1,042 | Shares | Other | 2023-11-15 | |
| 2021-12-31 | $203,646 | 1,008 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||