Position in TT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$325,639
+$286,826 QoQ
Shares Held
663
+461.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,290
of 1,802 holders
Holding Since
Jun 2024
2 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, 2026Triad Wealth Partners, LLC holds $1,029,596 across 2 Building Products & Equipment names. TT ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
4,818 | $703,957 | |
| 2 | TT |
Trane Technologies plc
This page
|
663 | $325,639 |
All Filings in TT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,639 | 663 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $38,813 | 118 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||