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Beacon Investment Advisory Services’s Trane Technologies TT Stock Holding History

Beacon Investment Advisory Services’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 		$73.7K Hold
150
– – ﹤0.01% 374
2026
Q1 		$62.5K Buy
+150
New +$63.7K ﹤0.01% 399

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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

Beacon Investment Advisory Services's TT Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Trane Technologies (TT) position steady in Q2 2026 at 150 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Beacon Investment Advisory Services first reported a position in TT in Q1 2026 and has held it in 2 quarters since. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Beacon Investment Advisory Services held 150 shares of Trane Technologies worth $73.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its Trane Technologies share count unchanged in Q2 2026.
  • Trane Technologies made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #374 holding.
  • Beacon Investment Advisory Services first reported a position in Trane Technologies in Q1 2026 and has held it in 2 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.