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Evergreen Private Wealth’s Trane Technologies TT Stock Holding History

Evergreen Private Wealth’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 		$213K Sell
433
-8
-2% -$3.74K 0.08% 65
2026
Q1 		$184K Buy
441
+117
+36% +$49.7K 0.07% 69
2025
Q4 		$126K Buy
324
+13
+4% +$5.38K 0.05% 84
2025
Q3 		$131K Sell
311
-20
-6% -$8.55K 0.05% 80
2025
Q2 		$145K Sell
331
-110
-25% -$43.4K 0.06% 80
2025
Q1 		$149K Buy
441
+1
+0.2% +$361 0.07% 79
2024
Q4 		$163K Buy
440
+11
+3% +$4.37K 0.08% 74
2024
Q3 		$167K Buy
+429
New +$149K 0.08% 78

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

Evergreen Private Wealth's TT Position: Q2 2026 in Review

Evergreen Private Wealth reduced its Trane Technologies (TT) stake by 1.8% in Q2 2026, selling an estimated $3.74K and leaving 433 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #65.

Evergreen Private Wealth first reported a position in TT in Q3 2024 and has held it in 8 quarters since. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Evergreen Private Wealth held 433 shares of Trane Technologies worth $213K as of Q2 2026.
  • Evergreen Private Wealth sold 8 Trane Technologies shares in Q2 2026, an estimated $3.74K.
  • Trane Technologies made up 0.08% of Evergreen Private Wealth's portfolio in Q2 2026, its #65 holding.
  • Evergreen Private Wealth first reported a position in Trane Technologies in Q3 2024 and has held it in 8 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.