Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Trane Technologies TT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$8.14M Sell
19,544
-2,610
-12% -$1.11M 0.02% 625
2025
Q4 		$8.62M Sell
22,154
-849
-4% -$351K 0.02% 571
2025
Q3 		$9.71M Sell
23,003
-570
-2% -$244K 0.03% 477
2025
Q2 		$10.3M Buy
23,573
+3,592
+18% +$1.42M 0.04% 386
2025
Q1 		$6.73M Buy
19,981
+11,067
+124% +$4M 0.03% 445
2024
Q4 		$3.29M Buy
8,914
+239
+3% +$94.9K 0.01% 586
2024
Q3 		$3.37M Buy
8,675
+2,192
+34% +$760K 0.01% 549
2024
Q2 		$2.13M Buy
6,483
+697
+12% +$222K 0.01% 633
2024
Q1 		$1.74M Buy
5,786
+240
+4% +$65.1K 0.01% 664
2023
Q4 		$1.35M Buy
5,546
+893
+19% +$195K 0.01% 687
2023
Q3 		$944K Buy
4,653
+191
+4% +$38.3K 0.01% 780
2023
Q2 		$853K Sell
4,462
-5
-0.1% -$887 0.01% 771
2023
Q1 		$822K Sell
4,467
-310
-6% -$56.3K 0.01% 714
2022
Q4 		$803K Buy
4,777
+418
+10% +$69K 0.01% 674
2022
Q3 		$631K Buy
4,359
+974
+29% +$146K 0.01% 689
2022
Q2 		$440K Buy
3,385
+371
+12% +$51.3K ﹤0.01% 773
2022
Q1 		$460K Buy
3,014
+630
+26% +$103K ﹤0.01% 758
2021
Q4 		$482K Buy
+2,384
New +$449K ﹤0.01% 739
2021
Q2 		$432K Hold
2,349
– – ﹤0.01% 704
2021
Q1 		$432K Hold
2,349
– – ﹤0.01% 704
2020
Q4 		$432K Hold
2,349
– – ﹤0.01% 704
2020
Q3 		$432K Hold
2,349
– – ﹤0.01% 704
2020
Q2 		$432K Hold
2,349
– – ﹤0.01% 704
2020
Q1 		$432K Hold
2,349
– – ﹤0.01% 704
2019
Q4 		$432K Hold
2,349
– – ﹤0.01% 704
2019
Q3 		$432K Hold
2,349
– – ﹤0.01% 704
2019
Q2 		$432K Hold
2,349
– – ﹤0.01% 704
2019
Q1 		$432K Buy
2,349
+543
+30% +$55K ﹤0.01% 704
2018
Q4 		$165K Buy
1,806
+219
+14% +$21.5K ﹤0.01% 638
2018
Q3 		$162K Buy
1,587
+88
+6% +$8.6K ﹤0.01% 550
2018
Q2 		$135K Buy
1,499
+1,300
+653% +$114K ﹤0.01% 482
2018
Q1 		$17K Sell
199
-1
-0.5% -$90 ﹤0.01% 743
2017
Q4 		$18K Hold
200
– – ﹤0.01% 726
2017
Q3 		$18K Sell
200
-1
-0.5% -$88 ﹤0.01% 731
2017
Q2 		$18K Buy
201
+71
+55% +$6.23K ﹤0.01% 655
2017
Q1 		$11K Sell
130
-523
-80% -$41.5K ﹤0.01% 730
2016
Q4 		$49K Buy
653
+183
+39% +$13.2K ﹤0.01% 450
2016
Q3 		$32K Buy
+470
New +$31.3K ﹤0.01% 492
2016
Q1 		– Sell
-13
Closed -$1K – 815
2015
Q4 		$1K Buy
+13
New +$731 ﹤0.01% 660

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Trane Technologies (TT) stake by 12% in Q1 2026, selling an estimated $1.11M and leaving 19,544 shares worth $8.14M. The position accounts for 0.02% of the portfolio, ranked #625.

Carson Wealth (CWM LLC) first reported a position in TT in Q4 2015 and has held it in 39 quarters since. The position peaked at $10.3M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,544 shares of Trane Technologies worth $8.14M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,610 Trane Technologies shares in Q1 2026, an estimated $1.11M.
  • Trane Technologies made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #625 holding.
  • Carson Wealth (CWM LLC) first reported a position in Trane Technologies in Q4 2015 and has held it in 39 quarters since.
  • Carson Wealth (CWM LLC)'s Trane Technologies position peaked at $10.3M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.