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Berry Wealth Group’s Trane Technologies TT Stock Holding History

Berry Wealth Group’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 		$578K Buy
1,177
+111
+10% +$51.9K 1.86% 16
2026
Q1 		$444K Buy
1,066
+2
+0.2% +$849 1.66% 15
2025
Q4 		$414K Buy
1,064
+1
+0.1% +$414 1.45% 16
2025
Q3 		$448K Sell
1,063
-1,491
-58% -$637K 1.46% 16
2025
Q2 		$1.12M Buy
2,554
+100
+4% +$39.5K 0.78% 34
2025
Q1 		$827K Buy
2,454
+20
+0.8% +$7.23K 0.65% 35
2024
Q4 		$899K Buy
2,434
+138
+6% +$54.8K 0.65% 33
2024
Q3 		$893K Sell
2,296
-41
-2% -$14.2K 0.64% 33
2024
Q2 		$769K Buy
2,337
+234
+11% +$74.4K 0.61% 32
2024
Q1 		$631K Sell
2,103
-548
-21% -$149K 0.52% 31
2023
Q4 		$647K Buy
+2,651
New +$580K 0.59% 31

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

Berry Wealth Group's TT Position: Q2 2026 in Review

Berry Wealth Group increased its Trane Technologies (TT) stake by 10% in Q2 2026, buying an estimated $51.9K and bringing the position to 1,177 shares worth $578K. The position accounts for 1.86% of the portfolio, ranked #16.

Berry Wealth Group first reported a position in TT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q2 2025. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Berry Wealth Group held 1,177 shares of Trane Technologies worth $578K as of Q2 2026.
  • Berry Wealth Group bought 111 Trane Technologies shares in Q2 2026, an estimated $51.9K.
  • Trane Technologies made up 1.86% of Berry Wealth Group's portfolio in Q2 2026, its #16 holding.
  • Berry Wealth Group first reported a position in Trane Technologies in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Trane Technologies position peaked at $1.12M in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.