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Balboa Wealth Partners’s Trane Technologies TT Stock Holding History

Balboa Wealth Partners’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
Q2 		$264K Sell
538
-40
-7% -$18.7K 0.04% 372
2026
Q1 		$241K Sell
578
-15
-3% -$6.37K 0.04% 359
2025
Q4 		$231K Sell
593
-217
-27% -$89.8K 0.04% 346
2025
Q3 		$342K Sell
810
-262
-24% -$112K 0.06% 252
2025
Q2 		$469K Buy
1,072
+193
+22% +$76.1K 0.09% 170
2025
Q1 		$296K Sell
879
-219
-20% -$79.1K 0.07% 199
2024
Q4 		$406K Buy
1,098
+173
+19% +$68.7K 0.09% 164
2024
Q3 		$360K Sell
925
-448
-33% -$155K 0.09% 173
2024
Q2 		$452K Buy
+1,373
New +$437K 0.12% 140

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Balboa Wealth Partners's TT Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Trane Technologies (TT) stake by 6.9% in Q2 2026, selling an estimated $18.7K and leaving 538 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #372.

Balboa Wealth Partners first reported a position in TT in Q2 2024 and has held it in 9 quarters since. The position peaked at $469K in Q2 2025. 1,814 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Balboa Wealth Partners held 538 shares of Trane Technologies worth $264K as of Q2 2026.
  • Balboa Wealth Partners sold 40 Trane Technologies shares in Q2 2026, an estimated $18.7K.
  • Trane Technologies made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #372 holding.
  • Balboa Wealth Partners first reported a position in Trane Technologies in Q2 2024 and has held it in 9 quarters since.
  • Balboa Wealth Partners's Trane Technologies position peaked at $469K in Q2 2025.
  • 1,814 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.