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Concurrent Investment Advisors’s Trane Technologies TT Stock Holding History

Concurrent Investment 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 		$6.82M Sell
13,875
-431
-3% -$202K 0.06% 355
2026
Q1 		$5.96M Sell
14,306
-529
-4% -$225K 0.06% 319
2025
Q4 		$5.77M Buy
14,835
+2,622
+21% +$1.08M 0.07% 296
2025
Q3 		$5.15M Sell
12,213
-197
-2% -$84.2K 0.09% 232
2025
Q2 		$5.43M Buy
12,410
+1,578
+15% +$623K 0.1% 207
2025
Q1 		$3.65M Buy
10,832
+2,141
+25% +$774K 0.09% 237
2024
Q4 		$3.21M Sell
8,691
-423
-5% -$168K 0.09% 230
2024
Q3 		$3.54M Buy
9,114
+668
+8% +$232K 0.1% 205
2024
Q2 		$2.78M Buy
8,446
+2,106
+33% +$670K 0.09% 219
2024
Q1 		$1.9M Sell
6,340
-2,701
-30% -$733K 0.08% 253
2023
Q4 		$2.2M Buy
+9,041
New +$1.98M 0.1% 213

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

Concurrent Investment Advisors's TT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Trane Technologies (TT) stake by 3% in Q2 2026, selling an estimated $202K and leaving 13,875 shares worth $6.82M. The position accounts for 0.06% of the portfolio, ranked #355.

Concurrent Investment Advisors first reported a position in TT in Q4 2023 and has held it in 11 quarters since. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Concurrent Investment Advisors held 13,875 shares of Trane Technologies worth $6.82M as of Q2 2026.
  • Concurrent Investment Advisors sold 431 Trane Technologies shares in Q2 2026, an estimated $202K.
  • Trane Technologies made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #355 holding.
  • Concurrent Investment Advisors first reported a position in Trane Technologies in Q4 2023 and has held it in 11 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.