AWE
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Avidian Wealth Enterprises’s Trane Technologies TT Stock Holding History

Avidian Wealth Enterprises’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 		$670K Buy
1,482
+48
+3% +$22.1K 0.02% 418
2026
Q2 		$705K Buy
1,434
+832
+138% +$389K 0.02% 402
2026
Q1 		$251K Buy
602
+74
+14% +$31.4K 0.01% 583
2025
Q4 		$206K Buy
528
+30
+6% +$12.4K 0.01% 553
2025
Q3 		$210K Buy
498
+12
+2% +$5.13K 0.01% 547
2025
Q2 		$213K Buy
+486
New +$192K 0.01% 515

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

Avidian Wealth Enterprises's TT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Trane Technologies (TT) stake by 3.3% in Q3 2026, buying an estimated $22.1K and bringing the position to 1,482 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #418.

Avidian Wealth Enterprises first reported a position in TT in Q2 2025 and has held it in 6 quarters since. The position peaked at $705K in Q2 2026. 90 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Avidian Wealth Enterprises held 1,482 shares of Trane Technologies worth $670K as of Q3 2026.
  • Avidian Wealth Enterprises bought 48 Trane Technologies shares in Q3 2026, an estimated $22.1K.
  • Trane Technologies made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #418 holding.
  • Avidian Wealth Enterprises first reported a position in Trane Technologies in Q2 2025 and has held it in 6 quarters since.
  • Avidian Wealth Enterprises's Trane Technologies position peaked at $705K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.