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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
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

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

Consilium Wealth Advisory's TT Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Trane Technologies (TT) stake by 0.2% in Q2 2026, selling an estimated $42.6K and leaving 44,437 shares worth $21.8M. The position accounts for 6.48% of the portfolio, ranked #3.

Consilium Wealth Advisory first reported a position in TT in Q2 2024 and has held it in 9 quarters since. 1,823 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Consilium Wealth Advisory held 44,437 shares of Trane Technologies worth $21.8M as of Q2 2026.
  • Consilium Wealth Advisory sold 91 Trane Technologies shares in Q2 2026, an estimated $42.6K.
  • Trane Technologies made up 6.48% of Consilium Wealth Advisory's portfolio in Q2 2026, its #3 holding.
  • Consilium Wealth Advisory first reported a position in Trane Technologies in Q2 2024 and has held it in 9 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.