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Beverly Hills Private Wealth’s Trane Technologies TT Stock Holding History

Beverly Hills Private Wealth’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 		$727K Sell
1,480
-1,843
-55% -$862K 0.14% 129
2026
Q1 		$1.38M Sell
3,323
-74
-2% -$31.4K 0.23% 110
2025
Q4 		$1.32M Sell
3,397
-57
-2% -$23.6K 0.23% 111
2025
Q3 		$1.46M Sell
3,454
-340
-9% -$145K 0.26% 101
2025
Q2 		$1.66M Sell
3,794
-222
-6% -$87.6K 0.31% 89
2025
Q1 		$1.35M Sell
4,016
-6
-0.1% -$2.17K 0.27% 96
2024
Q4 		$1.49M Sell
4,022
-141
-3% -$56K 0.3% 91
2024
Q3 		$1.62M Sell
4,163
-756
-15% -$262K 0.33% 88
2024
Q2 		$1.62M Sell
4,919
-316
-6% -$100K 0.35% 78
2024
Q1 		$1.57M Sell
5,235
-2,037
-28% -$553K 0.36% 72
2023
Q4 		$1.77M Sell
7,272
-1,083
-13% -$237K 0.46% 66
2023
Q3 		$1.7M Sell
8,355
-9,505
-53% -$1.9M 0.5% 55
2023
Q2 		$3.65M Buy
17,860
+9,130
+105% +$1.62M 0.6% 52
2023
Q1 		$1.61M Buy
8,730
+1,429
+20% +$259K 0.5% 58
2022
Q4 		$1.23M Buy
+7,301
New +$1.21M 0.54% 61

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

Beverly Hills Private Wealth's TT Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Trane Technologies (TT) stake by 55% in Q2 2026, selling an estimated $862K and leaving 1,480 shares worth $727K. The position accounts for 0.14% of the portfolio, ranked #129.

Beverly Hills Private Wealth first reported a position in TT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.65M in Q2 2023. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Beverly Hills Private Wealth held 1,480 shares of Trane Technologies worth $727K as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,843 Trane Technologies shares in Q2 2026, an estimated $862K.
  • Trane Technologies made up 0.14% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #129 holding.
  • Beverly Hills Private Wealth first reported a position in Trane Technologies in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Trane Technologies position peaked at $3.65M in Q2 2023.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.