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BSW Wealth Partners’s Trane Technologies TT Stock Holding History

BSW 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 		$209K Buy
+426
New +$199K 0.02% 315
2026
Q1 		– Sell
-791
Closed -$308K – 342
2025
Q4 		$308K Sell
791
-221
-22% -$91.4K 0.04% 239
2025
Q3 		$427K Buy
1,012
+158
+19% +$67.5K 0.05% 197
2025
Q2 		$374K Buy
854
+131
+18% +$51.7K 0.05% 206
2025
Q1 		$244K Buy
723
+21
+3% +$7.59K 0.04% 264
2024
Q4 		$259K Buy
702
+68
+11% +$27K 0.04% 257
2024
Q3 		$246K Buy
+634
New +$220K 0.04% 262
2023
Q2 		– Sell
-3,103
Closed -$571K – 316
2023
Q1 		$571K Sell
3,103
-1,063
-26% -$193K 0.12% 121
2022
Q4 		$700K Buy
4,166
+442
+12% +$73K 0.15% 98
2022
Q3 		$539K Buy
3,724
+175
+5% +$26.1K 0.13% 108
2022
Q2 		$461K Buy
3,549
+869
+32% +$120K 0.11% 132
2022
Q1 		$409K Buy
2,680
+266
+11% +$43.5K 0.1% 156
2021
Q4 		$488K Buy
2,414
+132
+6% +$24.8K 0.12% 126
2021
Q3 		$394K Sell
2,282
-145
-6% -$27.9K 0.11% 129
2021
Q2 		$447K Buy
2,427
+307
+14% +$54.7K 0.12% 107
2021
Q1 		$351K Buy
2,120
+229
+12% +$35.5K 0.1% 123
2020
Q4 		$274K Buy
1,891
+6
+0.3% +$829 0.08% 134
2020
Q3 		$229K Buy
+1,885
New +$212K 0.09% 124
2018
Q4 		– Sell
-2,767
Closed -$283K – 138
2018
Q3 		$283K Buy
+2,767
New +$270K 0.11% 85

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

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

BSW Wealth Partners opened a new position in Trane Technologies (TT) in Q2 2026: 426 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in TT as recently as Q4 2025.

BSW Wealth Partners first reported a position in TT in Q3 2018 and has held it in 19 quarters since. The position peaked at $700K in Q4 2022. 1,814 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • BSW Wealth Partners held 426 shares of Trane Technologies worth $209K as of Q2 2026.
  • Trane Technologies was a new BSW Wealth Partners position in Q2 2026.
  • Trane Technologies made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #315 holding.
  • BSW Wealth Partners first reported a position in Trane Technologies in Q3 2018 and has held it in 19 quarters since.
  • BSW Wealth Partners's Trane Technologies position peaked at $700K in Q4 2022.
  • 1,814 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.