Atwood & Palmer’s Trane Technologies TT Stock Holding History

Atwood & Palmer’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	$316K	Hold	700	–	–	0.02%	149
2026 Q2	$344K	Hold	700	–	–	0.02%	137
2026 Q1	$292K	Hold	700	–	–	0.02%	139
2025 Q4	$272K	Hold	700	–	–	0.02%	137
2025 Q3	$295K	Hold	700	–	–	0.02%	132
2025 Q2	$306K	Hold	700	–	–	0.02%	125
2025 Q1	$236K	Hold	700	–	–	0.02%	138
2024 Q4	$259K	Hold	700	–	–	0.02%	135
2024 Q3	$272K	Hold	700	–	–	0.02%	133
2024 Q2	$230K	Sell	700 -10	-1%	-$3.18K	0.02%	136
2024 Q1	$213K	Buy	710 +10	+1%	+$2.71K	0.02%	141
2023 Q4	$171K	Hold	700	–	–	0.01%	156
2023 Q3	$142K	Hold	700	–	–	0.01%	155
2023 Q2	$134K	Hold	700	–	–	0.01%	170
2023 Q1	$129K	Hold	700	–	–	0.01%	164
2022 Q4	$118K	Hold	700	–	–	0.01%	171
2022 Q3	$101K	Hold	700	–	–	0.01%	167
2022 Q2	$91K	Buy	700 +500	+250%	+$69.1K	0.01%	173
2022 Q1	$31K	Hold	200	–	–	﹤0.01%	273
2021 Q4	$40K	Hold	200	–	–	﹤0.01%	253
2021 Q3	$35K	Hold	200	–	–	﹤0.01%	252
2021 Q2	$37K	Hold	200	–	–	﹤0.01%	244
2021 Q1	$33K	Buy	+200	New	+$31K	﹤0.01%	247

Other funds holding TT

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Atwood & Palmer's TT Position: Q3 2026 in Review

Atwood & Palmer held its Trane Technologies (TT) position steady in Q3 2026 at 700 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #149.

Atwood & Palmer first reported a position in TT in Q1 2021 and has held it in 23 quarters since. The position peaked at $344K in Q2 2026. 90 funds tracked by Wall St. Rank hold TT as of Q3 2026.

Atwood & Palmer held 700 shares of Trane Technologies worth $316K as of Q3 2026.
Atwood & Palmer left its Trane Technologies share count unchanged in Q3 2026.
Trane Technologies made up 0.02% of Atwood & Palmer's portfolio in Q3 2026, its #149 holding.
Atwood & Palmer first reported a position in Trane Technologies in Q1 2021 and has held it in 23 quarters since.
Atwood & Palmer's Trane Technologies position peaked at $344K in Q2 2026.
90 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.