Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Trane Technologies TT Stock Holding History

Dynamic Advisor Solutions’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 		$591K Buy
1,308
+42
+3% +$19.3K 0.02% 610
2026
Q2 		$622K Sell
1,266
-82
-6% -$38.4K 0.02% 618
2026
Q1 		$562K Buy
1,348
+311
+30% +$132K 0.02% 617
2025
Q4 		$404K Sell
1,037
-3,169
-75% -$1.31M 0.01% 681
2025
Q3 		$1.77M Sell
4,206
-49
-1% -$20.9K 0.05% 343
2025
Q2 		$1.86M Sell
4,255
-112
-3% -$44.2K 0.06% 318
2025
Q1 		$1.47M Sell
4,367
-203
-4% -$73.4K 0.05% 341
2024
Q4 		$1.69M Sell
4,570
-471
-9% -$187K 0.07% 235
2024
Q3 		$1.96M Buy
5,041
+40
+0.8% +$13.9K 0.06% 301
2024
Q2 		$1.64M Sell
5,001
-487
-9% -$155K 0.05% 335
2024
Q1 		$1.65M Sell
5,488
-37
-0.7% -$10K 0.06% 334
2023
Q4 		$1.33M Buy
5,525
+394
+8% +$86.2K 0.05% 351
2023
Q3 		$1.04M Buy
5,131
+304
+6% +$60.9K 0.05% 346
2023
Q2 		$923K Sell
4,827
-89
-2% -$15.8K 0.05% 363
2023
Q1 		$904K Sell
4,916
-95
-2% -$17.2K 0.05% 339
2022
Q4 		$842K Sell
5,011
-170
-3% -$28.1K 0.06% 312
2022
Q3 		$750K Buy
5,181
+118
+2% +$17.6K 0.06% 299
2022
Q2 		$658K Sell
5,063
-70
-1% -$9.7K 0.05% 330
2022
Q1 		$784K Sell
5,133
-1,545
-23% -$253K 0.05% 321
2021
Q4 		$1.35M Buy
6,678
+225
+3% +$42.3K 0.1% 218
2021
Q3 		$1.11M Buy
6,453
+390
+6% +$75K 0.08% 264
2021
Q2 		$1.12M Buy
6,063
+123
+2% +$21.9K 0.09% 259
2021
Q1 		$983K Buy
5,940
+245
+4% +$37.9K 0.09% 248
2020
Q4 		$827K Buy
5,695
+3,826
+205% +$528K 0.08% 271
2020
Q3 		$227K Buy
+1,869
New +$210K 0.03% 498

Other funds holding TT

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Dynamic Advisor Solutions's TT Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Trane Technologies (TT) stake by 3.3% in Q3 2026, buying an estimated $19.3K and bringing the position to 1,308 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #610.

Dynamic Advisor Solutions first reported a position in TT in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.96M in Q3 2024. 332 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Dynamic Advisor Solutions held 1,308 shares of Trane Technologies worth $591K as of Q3 2026.
  • Dynamic Advisor Solutions bought 42 Trane Technologies shares in Q3 2026, an estimated $19.3K.
  • Trane Technologies made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #610 holding.
  • Dynamic Advisor Solutions first reported a position in Trane Technologies in Q3 2020 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's Trane Technologies position peaked at $1.96M in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.