Athena Wealth Management’s Trane Technologies TT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$274K Buy
+558
New +$261K 0.2% 88
2026
Q1
Sell
-604
Closed -$235K 121
2025
Q4
$235K Buy
+604
New +$250K 0.23% 89

Other funds holding TT

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

Athena Wealth Management opened a new position in Trane Technologies (TT) in Q2 2026: 558 shares worth $274K. The stake represents 0.2% of the portfolio and ranks #88 among its holdings. This is a return to the name: Athena Wealth Management previously reported a position in TT as recently as Q4 2025.

Athena Wealth Management first reported a position in TT in Q4 2025 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Athena Wealth Management held 558 shares of Trane Technologies worth $274K as of Q2 2026.
  • Trane Technologies was a new Athena Wealth Management position in Q2 2026.
  • Trane Technologies made up 0.2% of Athena Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Athena Wealth Management first reported a position in Trane Technologies in Q4 2025 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.