Trane Technologies shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Trane Technologies (TT) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Trane Technologies
Tip: Access up to 7 years of quarterly data
All positions including Trane Technologies held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Trane Technologies by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 669 | 421.96 |
| 2025-06-30 | $311k | 710 | 437.41 |
| 2025-03-31 | $228k | 678 | 336.92 |
| 2024-12-31 | $250k | 678 | 369.35 |
| 2024-09-30 | $264k | 678 | 388.73 |
| 2024-06-30 | $223k | 678 | 328.93 |
| 2024-03-31 | $204k | 678 | 300.20 |
| 2022-06-30 | $87k | 675 | 128.89 |
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