Consilium Wealth Advisory
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Consilium Wealth Advisory’s Trane Technologies TT Stock Holding History

Consilium Wealth Advisory’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
Q3 		$20.1M Buy
44,456
+19
+0% +$8.74K 5.94% 4
2026
Q2 		$21.8M Sell
44,437
-91
-0.2% -$42.6K 6.48% 3
2026
Q1 		$18.6M Sell
44,528
-773
-2% -$328K 6.33% 4
2025
Q4 		$17.6M Sell
45,301
-297
-0.7% -$123K 6.51% 4
2025
Q3 		$19.2M Sell
45,598
-115
-0.3% -$49.1K 7.42% 3
2025
Q2 		$20M Buy
45,713
+38,769
+558% +$15.3M 8.43% 1
2025
Q1 		$2.34M Buy
6,944
+777
+13% +$281K 1.17% 23
2024
Q4 		$2.28M Sell
6,167
-148
-2% -$58.8K 1.09% 25
2024
Q3 		$2.45M Buy
6,315
+4,721
+296% +$1.64M 1.34% 21
2024
Q2 		$524K Buy
+1,594
New +$507K 0.29% 54

Other funds holding TT

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Consilium Wealth Advisory's TT Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Trane Technologies (TT) stake by 0.04% in Q3 2026, buying an estimated $8.74K and bringing the position to 44,456 shares worth $20.1M. The position accounts for 5.94% of the portfolio, ranked #4.

Consilium Wealth Advisory first reported a position in TT in Q2 2024 and has held it in 10 quarters since. The position peaked at $21.8M in Q2 2026. 867 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Consilium Wealth Advisory held 44,456 shares of Trane Technologies worth $20.1M as of Q3 2026.
  • Consilium Wealth Advisory bought 19 Trane Technologies shares in Q3 2026, an estimated $8.74K.
  • Trane Technologies made up 5.94% of Consilium Wealth Advisory's portfolio in Q3 2026, its #4 holding.
  • Consilium Wealth Advisory first reported a position in Trane Technologies in Q2 2024 and has held it in 10 quarters since.
  • Consilium Wealth Advisory's Trane Technologies position peaked at $21.8M in Q2 2026.
  • 867 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.