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Cerro Pacific Wealth Advisors’s Trane Technologies TT Stock Holding History

Cerro Pacific Wealth 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 		$470K Buy
958
+105
+12% +$49.1K 0.11% 118
2026
Q1 		$355K Buy
853
+35
+4% +$14.9K 0.09% 120
2025
Q4 		$319K Sell
818
-50
-6% -$20.7K 0.09% 126
2025
Q3 		$366K Sell
868
-285
-25% -$122K 0.1% 113
2025
Q2 		$504K Buy
1,153
+320
+38% +$126K 0.14% 108
2025
Q1 		$308K Buy
833
+83
+11% +$30K 0.1% 126
2024
Q4 		$291K Buy
+750
New +$298K 0.1% 129

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 $3.38T AUM 44.17% 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

Cerro Pacific Wealth Advisors's TT Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Trane Technologies (TT) stake by 12% in Q2 2026, buying an estimated $49.1K and bringing the position to 958 shares worth $470K. The position accounts for 0.11% of the portfolio, ranked #118.

Cerro Pacific Wealth Advisors first reported a position in TT in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q2 2025. 1,824 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 958 shares of Trane Technologies worth $470K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 105 Trane Technologies shares in Q2 2026, an estimated $49.1K.
  • Trane Technologies made up 0.11% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Trane Technologies in Q4 2024 and has held it in 7 quarters since.
  • Cerro Pacific Wealth Advisors's Trane Technologies position peaked at $504K in Q2 2025.
  • 1,824 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.