Position in TT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$817,781
+$588,158 QoQ
Shares Held
1,665
+202.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#951
of 1,809 holders
Holding Since
Jun 2024
9 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, 2026Icon Wealth Advisors, LLC holds $1,139,807 across 2 Building Products & Equipment names. TT ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
1,665 | $817,781 | |
| 2 | JCI |
Johnson Controls International plc
|
2,204 | $322,026 |
All Filings in TT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,781 | 1,665 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $229,623 | 551 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $648,407 | 1,666 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $627,032 | 1,486 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $998,607 | 2,283 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $773,905 | 2,297 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $698,810 | 1,892 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $735,477 | 1,892 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $618,717 | 1,881 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||