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Trane Technologies shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Trane Technologies (TT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Trane Technologies

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All positions including Trane Technologies held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trane Technologies by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 6.4k 300.20
2023-12-31 $3.3M 14k 243.90
2023-09-30 $2.7M 12k 230.82
2023-06-30 $2.2M 12k 191.26

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View all positions for Kingswood Wealth Advisors

Top funds holding Trane Technologies

BlackRock
Vanguard Group
Jpmorgan Chase & Co
FMR
Geode Capital Management
Bank of New York Mellon
Ameriprise Financial
Morgan Stanley
Franklin Resources
Nuveen Asset Management
Bank of America Corporation
Massachusetts Financial Services
Generation Investment Management
Northern Trust
Pictet Asset Management Holding SA

View all funds holding Trane Technologies