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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Consilium Wealth Advisory's TT Position: Q1 2026 in Review

Consilium Wealth Advisory reduced its Trane Technologies (TT) stake by 1.7% in Q1 2026, selling an estimated $328K and leaving 44,528 shares worth $18.6M. The position accounts for 6.33% of the portfolio, ranked #4.

Consilium Wealth Advisory first reported a position in TT in Q2 2024 and has held it in 8 quarters since. The position peaked at $20M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Consilium Wealth Advisory held 44,528 shares of Trane Technologies worth $18.6M as of Q1 2026.
  • Consilium Wealth Advisory sold 773 Trane Technologies shares in Q1 2026, an estimated $328K.
  • Trane Technologies made up 6.33% of Consilium Wealth Advisory's portfolio in Q1 2026, its #4 holding.
  • Consilium Wealth Advisory first reported a position in Trane Technologies in Q2 2024 and has held it in 8 quarters since.
  • Consilium Wealth Advisory's Trane Technologies position peaked at $20M in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.