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Baker Tilly Wealth Management’s Trane Technologies TT Stock Holding History

Baker Tilly 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 		$341K Buy
755
+7
+0.9% +$3.22K 0.07% 208
2026
Q2 		$367K Sell
748
-5
-0.7% -$2.34K 0.08% 203
2026
Q1 		$314K Buy
753
+37
+5% +$15.7K 0.08% 204
2025
Q4 		$279K Sell
716
-276
-28% -$114K 0.07% 230
2025
Q3 		$419K Buy
992
+37
+4% +$15.8K 0.09% 171
2025
Q2 		$418K Sell
955
-3
-0.3% -$1.18K 0.15% 145
2025
Q1 		$323K Buy
958
+283
+42% +$102K 0.13% 177
2024
Q4 		$249K Sell
675
-6
-0.9% -$2.38K 0.1% 208
2024
Q3 		$265K Buy
+681
New +$236K 0.12% 197
2023
Q3 		– Sell
-1,096
Closed -$210K – 549
2023
Q2 		$210K Sell
1,096
-118
-10% -$20.9K 0.02% 517
2023
Q1 		$223K Buy
+1,214
New +$220K 0.03% 502

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

Baker Tilly Wealth Management's TT Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Trane Technologies (TT) stake by 0.94% in Q3 2026, buying an estimated $3.22K and bringing the position to 755 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #208.

Baker Tilly Wealth Management first reported a position in TT in Q1 2023 and has held it in 11 quarters since. The position peaked at $419K in Q3 2025. 90 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Baker Tilly Wealth Management held 755 shares of Trane Technologies worth $341K as of Q3 2026.
  • Baker Tilly Wealth Management bought 7 Trane Technologies shares in Q3 2026, an estimated $3.22K.
  • Trane Technologies made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #208 holding.
  • Baker Tilly Wealth Management first reported a position in Trane Technologies in Q1 2023 and has held it in 11 quarters since.
  • Baker Tilly Wealth Management's Trane Technologies position peaked at $419K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.