Elevation Wealth Partners’s Trane Technologies TT Stock Holding History

Elevation Wealth Partners’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	$19K	Sell	42 -24	-36%	-$11K	0.01%	698
2026 Q2	$32.4K	Buy	66 +40	+154%	+$18.7K	0.01%	432
2026 Q1	$10.8K	Buy	26 +3	+13%	+$1.27K	﹤0.01%	498
2025 Q4	$8.95K	Buy	23 +8	+53%	+$3.31K	﹤0.01%	508
2025 Q3	$6.33K	Buy	+15	New	+$6.41K	﹤0.01%	444
2024 Q3	–	Sell	-10	Closed	-$3.29K	–	537
2024 Q2	$3.29K	Buy	+10	New	+$3.18K	﹤0.01%	414

Other funds holding TT

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Elevation Wealth Partners's TT Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Trane Technologies (TT) stake by 36% in Q3 2026, selling an estimated $11K and leaving 42 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #698.

Elevation Wealth Partners first reported a position in TT in Q2 2024 and has held it in 6 quarters since. The position peaked at $32.4K in Q2 2026. 90 funds tracked by Wall St. Rank hold TT as of Q3 2026.

Elevation Wealth Partners held 42 shares of Trane Technologies worth $19K as of Q3 2026.
Elevation Wealth Partners sold 24 Trane Technologies shares in Q3 2026, an estimated $11K.
Trane Technologies made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #698 holding.
Elevation Wealth Partners first reported a position in Trane Technologies in Q2 2024 and has held it in 6 quarters since.
Elevation Wealth Partners's Trane Technologies position peaked at $32.4K in Q2 2026.
90 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.