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AE Wealth Management’s Trane Technologies TT Stock Holding History

AE Wealth Management’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Sell
2,765
-327
-11% -$153K 0.01% 799
2026
Q1 		$1.29M Buy
3,092
+73
+2% +$31K 0.01% 774
2025
Q4 		$1.17M Buy
3,019
+156
+5% +$64.5K 0.01% 755
2025
Q3 		$1.21M Buy
2,863
+55
+2% +$23.5K 0.01% 706
2025
Q2 		$1.23M Buy
2,808
+701
+33% +$277K 0.01% 671
2025
Q1 		$710K Sell
2,107
-389
-16% -$141K 0.01% 813
2024
Q4 		$922K Buy
2,496
+266
+12% +$106K 0.01% 719
2024
Q3 		$867K Buy
2,230
+79
+4% +$27.4K 0.01% 733
2024
Q2 		$708K Sell
2,151
-29
-1% -$9.22K 0.01% 792
2024
Q1 		$654K Sell
2,180
-16,334
-88% -$4.43M 0.01% 759
2023
Q4 		$4.66M Buy
18,514
+3,123
+20% +$683K 0.02% 617
2023
Q3 		$3.12M Sell
15,391
-290
-2% -$58.1K 0.02% 696
2023
Q2 		$3M Sell
15,681
-4,283
-21% -$760K 0.02% 708
2023
Q1 		$3.67M Buy
19,964
+4,174
+26% +$758K 0.02% 593
2022
Q4 		$2.65M Sell
15,790
-6,479
-29% -$1.07M 0.02% 646
2022
Q3 		$3.23M Buy
22,269
+6,143
+38% +$918K 0.03% 545
2022
Q2 		$2.09M Buy
16,126
+121
+0.8% +$16.7K 0.02% 660
2022
Q1 		$2.44M Sell
16,005
-889
-5% -$145K 0.02% 650
2021
Q4 		$3.41M Sell
16,894
-16,415
-49% -$3.09M 0.02% 530
2021
Q3 		$5.75M Sell
33,309
-3,425
-9% -$659K 0.05% 349
2021
Q2 		$6.76M Buy
36,734
+7,607
+26% +$1.36M 0.06% 295
2021
Q1 		$4.82M Sell
29,127
-10,755
-27% -$1.66M 0.05% 318
2020
Q4 		$5.79M Sell
39,882
-933
-2% -$129K 0.07% 255
2020
Q3 		$4.95M Buy
40,815
+10,857
+36% +$1.22M 0.07% 237
2020
Q2 		$2.67M Buy
29,958
+12,822
+75% +$1.12M 0.04% 336
2020
Q1 		$1.42M Buy
17,136
+4,591
+37% +$557K 0.03% 396
2019
Q4 		$1.67M Buy
12,545
+36
+0.3% +$4.56K 0.04% 393
2019
Q3 		$1.54M Sell
12,509
-54
-0.4% -$6.59K 0.04% 334
2019
Q2 		$1.59M Buy
+12,563
New +$1.5M 0.05% 286

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AE Wealth Management's TT Position: Q2 2026 in Review

AE Wealth Management reduced its Trane Technologies (TT) stake by 11% in Q2 2026, selling an estimated $153K and leaving 2,765 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #799.

AE Wealth Management first reported a position in TT in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.76M in Q2 2021. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • AE Wealth Management held 2,765 shares of Trane Technologies worth $1.36M as of Q2 2026.
  • AE Wealth Management sold 327 Trane Technologies shares in Q2 2026, an estimated $153K.
  • Trane Technologies made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #799 holding.
  • AE Wealth Management first reported a position in Trane Technologies in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Trane Technologies position peaked at $6.76M in Q2 2021.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.