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Dakota Wealth Management’s Trane Technologies TT Stock Holding History

Dakota Wealth Management’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 		$780K Buy
1,587
+85
+6% +$39.8K 0.01% 482
2026
Q1 		$626K Buy
1,502
+401
+36% +$170K 0.01% 500
2025
Q4 		$429K Buy
1,101
+198
+22% +$81.9K 0.01% 585
2025
Q3 		$381K Sell
903
-75
-8% -$32K 0.01% 519
2025
Q2 		$428K Buy
978
+50
+5% +$19.7K 0.01% 543
2025
Q1 		$313K Hold
928
– – 0.01% 604
2024
Q4 		$343K Buy
928
+12
+1% +$4.76K 0.01% 572
2024
Q3 		$356K Buy
916
+1
+0.1% +$347 0.01% 564
2024
Q2 		$301K Sell
915
-3
-0.3% -$954 0.01% 581
2024
Q1 		$276K Sell
918
-547
-37% -$148K 0.01% 601
2023
Q4 		$357K Buy
1,465
+406
+38% +$88.8K 0.01% 478
2023
Q3 		$215K Buy
+1,059
New +$212K 0.01% 581
2022
Q4 		– Sell
-1,478
Closed -$214K – 632
2022
Q3 		$214K Buy
+1,478
New +$221K 0.02% 489
2022
Q2 		– Sell
-1,469
Closed -$225K – 555
2022
Q1 		$225K Sell
1,469
-17
-1% -$2.78K 0.02% 396
2021
Q4 		$301K Sell
1,486
-80
-5% -$15.1K 0.03% 305
2021
Q3 		$270K Buy
1,566
+24
+2% +$4.62K 0.03% 296
2021
Q2 		$284K Sell
1,542
-1,568
-50% -$279K 0.03% 287
2021
Q1 		$515K Hold
3,110
– – 0.07% 207
2020
Q4 		$451K Sell
3,110
-130
-4% -$18K 0.06% 216
2020
Q3 		$393K Hold
3,240
– – 0.06% 205
2020
Q2 		$288K Sell
3,240
-127
-4% -$11K 0.05% 226
2020
Q1 		$278K Sell
3,367
-3,050
-48% -$370K 0.06% 206
2019
Q4 		$853K Sell
6,417
-740
-10% -$93.8K 0.14% 144
2019
Q3 		$882K Sell
7,157
-789
-10% -$96.3K 0.15% 141
2019
Q2 		$1.01M Sell
7,946
-145
-2% -$17.3K 0.19% 110
2019
Q1 		$873K Buy
+8,091
New +$820K 0.17% 124

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

Dakota Wealth Management's TT Position: Q2 2026 in Review

Dakota Wealth Management increased its Trane Technologies (TT) stake by 5.7% in Q2 2026, buying an estimated $39.8K and bringing the position to 1,587 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #482.

Dakota Wealth Management first reported a position in TT in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.01M in Q2 2019. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Dakota Wealth Management held 1,587 shares of Trane Technologies worth $780K as of Q2 2026.
  • Dakota Wealth Management bought 85 Trane Technologies shares in Q2 2026, an estimated $39.8K.
  • Trane Technologies made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Dakota Wealth Management first reported a position in Trane Technologies in Q1 2019 and has held it in 26 quarters since.
  • Dakota Wealth Management's Trane Technologies position peaked at $1.01M in Q2 2019.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.