EWM
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Evercore Wealth Management’s Trane Technologies TT Stock Holding History

Evercore 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
Q1 		$548K Hold
1,316
– – 0.01% 268
2025
Q4 		$512K Hold
1,316
– – 0.01% 285
2025
Q3 		$555K Hold
1,316
– – 0.01% 277
2025
Q2 		$576K Hold
1,316
– – 0.01% 269
2025
Q1 		$443K Hold
1,316
– – 0.01% 289
2024
Q4 		$486K Hold
1,316
– – 0.01% 279
2024
Q3 		$512K Hold
1,316
– – 0.01% 275
2024
Q2 		$433K Sell
1,316
-12
-0.9% -$3.82K 0.01% 291
2024
Q1 		$399K Hold
1,328
– – 0.01% 307
2023
Q4 		$324K Sell
1,328
-6
-0.4% -$1.31K 0.01% 331
2023
Q3 		$271K Buy
+1,334
New +$267K 0.01% 340
2018
Q1 		– Sell
-782
Closed -$69K – 756
2017
Q4 		$69K Hold
782
– – ﹤0.01% 531
2017
Q3 		$69K Hold
782
– – ﹤0.01% 529
2017
Q2 		$72K Sell
782
-109
-12% -$9.56K ﹤0.01% 530
2017
Q1 		$72K Sell
891
-21
-2% -$1.67K ﹤0.01% 542
2016
Q4 		$69K Buy
912
+352
+63% +$25.4K ﹤0.01% 547
2016
Q3 		$38K Hold
560
– – ﹤0.01% 656
2016
Q2 		$36K Hold
560
– – ﹤0.01% 647
2016
Q1 		$34K Hold
560
– – ﹤0.01% 637
2015
Q4 		$31K Buy
560
+360
+180% +$20.2K ﹤0.01% 681
2015
Q3 		$10K Hold
200
– – ﹤0.01% 839
2015
Q2 		$14K Hold
200
– – ﹤0.01% 851
2015
Q1 		$14K Hold
200
– – ﹤0.01% 836
2014
Q4 		$12K Hold
200
– – ﹤0.01% 729
2014
Q3 		$12K Hold
200
– – ﹤0.01% 807
2014
Q2 		$12K Buy
+200
New +$11.9K ﹤0.01% 814
2013
Q4 		– Sell
-4,584
Closed -$238K – 985
2013
Q3 		$238K Buy
+4,584
New +$225K 0.01% 382

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evercore Wealth Management's TT Position: Q1 2026 in Review

Evercore Wealth Management held its Trane Technologies (TT) position steady in Q1 2026 at 1,316 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #268.

Evercore Wealth Management first reported a position in TT in Q3 2013 and has held it in 27 quarters since. The position peaked at $576K in Q2 2025. 1,744 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Evercore Wealth Management held 1,316 shares of Trane Technologies worth $548K as of Q1 2026.
  • Evercore Wealth Management left its Trane Technologies share count unchanged in Q1 2026.
  • Trane Technologies made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #268 holding.
  • Evercore Wealth Management first reported a position in Trane Technologies in Q3 2013 and has held it in 27 quarters since.
  • Evercore Wealth Management's Trane Technologies position peaked at $576K in Q2 2025.
  • 1,744 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.