Athena Wealth Management
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Athena Wealth Management’s Trane Technologies TT Stock Holding History

Athena 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
Q3 		– Sell
-558
Closed -$274K – 111
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Athena Wealth Management's TT Position: Q3 2026 in Review

Athena Wealth Management sold out of Trane Technologies (TT) in Q3 2026, closing a stake of 558 shares — an estimated $274K sold.

Athena Wealth Management first reported a position in TT in Q4 2025 and held it in 2 quarters. The position peaked at $274K in Q2 2026. 1,001 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Athena Wealth Management reported no remaining Trane Technologies position as of Q3 2026 after selling out during the quarter.
  • Athena Wealth Management sold 558 Trane Technologies shares in Q3 2026, an estimated $274K.
  • Athena Wealth Management first reported a position in Trane Technologies in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's Trane Technologies position peaked at $274K in Q2 2026.
  • 1,001 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.