Position in TT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,713,655
+$362,587 QoQ
Shares Held
3,489
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#699
of 1,799 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $3,445,922 across 7 Building Products & Equipment names. TT ranks #1 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
3,489 | $1,713,655 | |
| 2 | JCI |
Johnson Controls International plc
|
4,022 | $587,652 | |
| 3 | AWI |
Armstrong World Industries Inc
|
2,809 | $450,617 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
3,935 | $288,630 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
|
1,317 | $206,713 | |
| 6 | SWIM |
Latham Group, Inc.
|
21,288 | $137,733 | |
| 7 | JBI |
Janus International Group, Inc.
|
10,977 | $60,922 |
All Filings in TT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,713,655 | 3,489 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,351,068 | 3,242 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,242,712 | 3,193 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,266,299 | 3,001 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,320,536 | 3,019 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,056,241 | 3,135 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,116,173 | 3,022 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $744,027 | 1,914 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 | $625,294 | 1,901 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $915,308 | 3,049 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||