Compass Wealth Management’s Trane Technologies TT Stock Holding History

Compass 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	$344K	Buy	+700	New	+$327K	0.07%	143
2025 Q4	–	Sell	-700	Closed	-$295K	–	144
2025 Q3	$295K	Hold	700	–	–	0.07%	132
2025 Q2	$306K	Hold	700	–	–	0.07%	132
2025 Q1	$236K	Hold	700	–	–	0.06%	140
2024 Q4	$259K	Hold	700	–	–	0.06%	140
2024 Q3	$272K	Hold	700	–	–	0.06%	143
2024 Q2	$230K	Hold	700	–	–	0.06%	151
2024 Q1	$210K	Hold	700	–	–	0.05%	154
2023 Q4	$171K	Hold	700	–	–	0.05%	162
2023 Q3	$142K	Hold	700	–	–	0.04%	165
2023 Q2	$134K	Hold	700	–	–	0.04%	169
2023 Q1	$129K	Hold	700	–	–	0.04%	174
2022 Q4	$118K	Buy	+700	New	+$116K	0.04%	179

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Compass Wealth Management's TT Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Trane Technologies (TT) in Q2 2026: 700 shares worth $344K. The stake represents 0.07% of the portfolio and ranks #143 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in TT as recently as Q3 2025.

Compass Wealth Management first reported a position in TT in Q4 2022 and has held it in 13 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

Compass Wealth Management held 700 shares of Trane Technologies worth $344K as of Q2 2026.
Trane Technologies was a new Compass Wealth Management position in Q2 2026.
Trane Technologies made up 0.07% of Compass Wealth Management's portfolio in Q2 2026, its #143 holding.
Compass Wealth Management first reported a position in Trane Technologies in Q4 2022 and has held it in 13 quarters since.
1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.