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EP Wealth Advisors’s Trane Technologies TT Stock Holding History

EP Wealth Advisors’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 		$2.14M Buy
4,348
+400
+10% +$187K 0.01% 559
2026
Q1 		$1.65M Buy
3,948
+562
+17% +$239K 0.01% 517
2025
Q4 		$1.32M Buy
+3,386
New +$1.4M 0.01% 541
2025
Q2 		$1.21M Buy
2,760
+113
+4% +$44.6K 0.01% 524
2025
Q1 		$892K Buy
2,647
+335
+14% +$121K 0.01% 533
2024
Q4 		$854K Buy
2,312
+258
+13% +$102K 0.01% 548
2024
Q3 		$799K Buy
2,054
+561
+38% +$195K 0.01% 552
2024
Q2 		$491K Buy
1,493
+41
+3% +$13K 0.01% 540
2024
Q1 		$436K Buy
1,452
+124
+9% +$33.7K 0.01% 545
2023
Q4 		$324K Buy
1,328
+26
+2% +$5.69K ﹤0.01% 594
2023
Q3 		$264K Sell
1,302
-1,378
-51% -$276K ﹤0.01% 585
2023
Q2 		$247K Sell
2,680
-8,097
-75% -$1.44M ﹤0.01% 603
2023
Q1 		$639K Buy
+10,777
New +$1.96M 0.01% 367

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

EP Wealth Advisors's TT Position: Q2 2026 in Review

EP Wealth Advisors increased its Trane Technologies (TT) stake by 10% in Q2 2026, buying an estimated $187K and bringing the position to 4,348 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #559.

EP Wealth Advisors first reported a position in TT in Q1 2023 and has held it in 13 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • EP Wealth Advisors held 4,348 shares of Trane Technologies worth $2.14M as of Q2 2026.
  • EP Wealth Advisors bought 400 Trane Technologies shares in Q2 2026, an estimated $187K.
  • Trane Technologies made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #559 holding.
  • EP Wealth Advisors first reported a position in Trane Technologies in Q1 2023 and has held it in 13 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.