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Capital Performance Advisors’s Trane Technologies TT Stock Holding History

Capital Performance Advisors’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 		$242K Sell
493
-456
-48% -$213K 0.02% 264
2026
Q1 		$395K Buy
949
+30
+3% +$12.7K 0.03% 257
2025
Q4 		$358K Buy
919
+8
+0.9% +$3.31K 0.03% 276
2025
Q3 		$385K Buy
911
+15
+2% +$6.41K 0.06% 168
2025
Q2 		$392K Sell
896
-178
-17% -$70.2K 0.08% 129
2025
Q1 		$362K Buy
+1,074
New +$388K 0.08% 139
2024
Q4 		– Sell
-169
Closed -$65.7K – 2499
2024
Q3 		$65.7K Buy
+169
New +$58.6K 0.02% 282

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 Performance Advisors's TT Position: Q2 2026 in Review

Capital Performance Advisors reduced its Trane Technologies (TT) stake by 48% in Q2 2026, selling an estimated $213K and leaving 493 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #264.

Capital Performance Advisors first reported a position in TT in Q3 2024 and has held it in 7 quarters since. The position peaked at $395K in Q1 2026. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Capital Performance Advisors held 493 shares of Trane Technologies worth $242K as of Q2 2026.
  • Capital Performance Advisors sold 456 Trane Technologies shares in Q2 2026, an estimated $213K.
  • Trane Technologies made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #264 holding.
  • Capital Performance Advisors first reported a position in Trane Technologies in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Trane Technologies position peaked at $395K in Q1 2026.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.