Trane Technologies shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Trane Technologies (TT) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Trane Technologies
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Quarterly reported holdings in Trane Technologies by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 558 | 421.96 |
| 2025-06-30 | $244k | 558 | 437.41 |
| 2024-12-31 | $206k | 558 | 369.35 |
| 2024-09-30 | $217k | 558 | 388.73 |
| 2024-06-30 | $236k | 717 | 328.93 |
| 2024-03-31 | $215k | 717 | 300.20 |