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Crestwood Advisors Group’s Trane Technologies TT Stock Holding History

Crestwood Advisors Group’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 		$12.8M Sell
26,111
-481
-2% -$225K 0.19% 94
2026
Q1 		$11.1M Buy
26,592
+368
+1% +$156K 0.19% 99
2025
Q4 		$10.2M Buy
26,224
+49
+0.2% +$20.3K 0.17% 100
2025
Q3 		$11M Sell
26,175
-880
-3% -$376K 0.19% 94
2025
Q2 		$11.8M Sell
27,055
-68
-0.3% -$26.8K 0.21% 91
2025
Q1 		$9.14M Buy
27,123
+539
+2% +$195K 0.17% 102
2024
Q4 		$9.82M Sell
26,584
-43
-0.2% -$17.1K 0.18% 98
2024
Q3 		$10.4M Buy
26,627
+70
+0.3% +$24.3K 0.2% 91
2024
Q2 		$8.74M Sell
26,557
-496
-2% -$158K 0.18% 94
2024
Q1 		$8.12M Buy
27,053
+414
+2% +$112K 0.18% 96
2023
Q4 		$6.5M Sell
26,639
-127
-0.5% -$27.8K 0.15% 106
2023
Q3 		$5.43M Buy
+26,766
New +$5.36M 0.14% 109

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

Crestwood Advisors Group's TT Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Trane Technologies (TT) stake by 1.8% in Q2 2026, selling an estimated $225K and leaving 26,111 shares worth $12.8M. The position accounts for 0.19% of the portfolio, ranked #94.

Crestwood Advisors Group first reported a position in TT in Q3 2023 and has held it in 12 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Crestwood Advisors Group held 26,111 shares of Trane Technologies worth $12.8M as of Q2 2026.
  • Crestwood Advisors Group sold 481 Trane Technologies shares in Q2 2026, an estimated $225K.
  • Trane Technologies made up 0.19% of Crestwood Advisors Group's portfolio in Q2 2026, its #94 holding.
  • Crestwood Advisors Group first reported a position in Trane Technologies in Q3 2023 and has held it in 12 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.