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Capital Advisors Wealth Management’s Trane Technologies TT Stock Holding History

Capital Advisors Wealth Management’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 		$396K Hold
807
– – 0.05% 160
2026
Q1 		$336K Sell
807
-3
-0.4% -$1.27K 0.05% 161
2025
Q4 		$315K Buy
810
+3
+0.4% +$1.24K 0.04% 165
2025
Q3 		$341K Buy
807
+2
+0.2% +$855 0.05% 154
2025
Q2 		$352K Hold
805
– – 0.06% 143
2025
Q1 		$271K Buy
+805
New +$291K 0.05% 148

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

Capital Advisors Wealth Management's TT Position: Q2 2026 in Review

Capital Advisors Wealth Management held its Trane Technologies (TT) position steady in Q2 2026 at 807 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #160.

Capital Advisors Wealth Management first reported a position in TT in Q1 2025 and has held it in 6 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Capital Advisors Wealth Management held 807 shares of Trane Technologies worth $396K as of Q2 2026.
  • Capital Advisors Wealth Management left its Trane Technologies share count unchanged in Q2 2026.
  • Trane Technologies made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Capital Advisors Wealth Management first reported a position in Trane Technologies in Q1 2025 and has held it in 6 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.