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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

TT holding history

Trane Technologies plc in every 13F filed by Consilium Wealth Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TT overviewAll 13F holders of TTFull Q2 2026 holdings

Shares (Q2 2026)
44,437
Value
$21.8M
% of portfolio
6.5%
Quarters held
9
Since Q2 2024
Holdings of TT by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,437$21.8M6.5%−91−0.2%ReducedHolders
Q1 202644,528$18.6M6.3%−773−1.7%ReducedHolders
Q4 202545,301$17.6M6.5%−297−0.7%ReducedHolders
Q3 202545,598$19.2M7.4%−115−0.3%ReducedHolders
Q2 202545,713$20.0M8.4%+38,769+558.3%AddedHolders
Q1 20256,944$2.34M1.2%+777+12.6%AddedHolders
Q4 20246,167$2.28M1.1%−148−2.3%ReducedHolders
Q3 20246,315$2.45M1.3%+4,721+296.2%AddedHolders
Q2 20241,594$524.3K0.3%+1,594NewHolders