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Trane Technologies shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Trane Technologies (TT) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Trane Technologies

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All positions including Trane Technologies held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trane Technologies by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 534 421.96
2025-06-30 $234k 534 437.41
2024-09-30 $208k 534 388.73
2024-03-31 $213k 709 300.20

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Forum Private Client Group

Top funds holding Trane Technologies

BlackRock
Vanguard Group
Jpmorgan Chase & Co
FMR
State Street Corporation
Geode Capital Management
Morgan Stanley
Ameriprise Financial
Northern Trust
Nordea Investment Management Ab
Bank of New York Mellon
Ubs Global Asset Management Americas
Wellington Management Company
Nuveen
Massachusetts Financial Services

View all funds holding Trane Technologies