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Trane Technologies shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Trane Technologies

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

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Quarterly reported holdings in Trane Technologies by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $273k 701 388.73
2024-06-30 $231k 701 328.93
2024-03-31 $210k 701 300.20

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
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Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding Trane Technologies

BlackRock
BlackRock
Vanguard Group
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Bank of America Corporation
Franklin Resources
Massachusetts Financial Services
Nuveen Asset Management
Northern Trust
Fisher Investments
Alphinity Investment Management Pty

View all funds holding Trane Technologies