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Everhart Financial Group’s Trane Technologies TT Stock Holding History

Everhart Financial Group’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 		$1.59M Sell
3,237
-506
-14% -$237K 0.1% 103
2026
Q1 		$1.56M Buy
3,743
+555
+17% +$236K 0.13% 103
2025
Q4 		$1.24M Buy
3,188
+152
+5% +$62.9K 0.11% 122
2025
Q3 		$1.28M Buy
3,036
+63
+2% +$26.9K 0.13% 106
2025
Q2 		$1.3M Buy
2,973
+224
+8% +$88.4K 0.15% 95
2025
Q1 		$926K Buy
2,749
+141
+5% +$51K 0.13% 116
2024
Q4 		$963K Buy
2,608
+91
+4% +$36.1K 0.2% 103
2024
Q3 		$978K Buy
2,517
+379
+18% +$131K 0.22% 106
2024
Q2 		$703K Buy
2,138
+232
+12% +$73.8K 0.18% 117
2024
Q1 		$572K Buy
1,906
+961
+102% +$261K 0.17% 129
2023
Q4 		$230K Buy
+945
New +$207K 0.08% 218

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

Everhart Financial Group's TT Position: Q2 2026 in Review

Everhart Financial Group reduced its Trane Technologies (TT) stake by 14% in Q2 2026, selling an estimated $237K and leaving 3,237 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #103.

Everhart Financial Group first reported a position in TT in Q4 2023 and has held it in 11 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Everhart Financial Group held 3,237 shares of Trane Technologies worth $1.59M as of Q2 2026.
  • Everhart Financial Group sold 506 Trane Technologies shares in Q2 2026, an estimated $237K.
  • Trane Technologies made up 0.1% of Everhart Financial Group's portfolio in Q2 2026, its #103 holding.
  • Everhart Financial Group first reported a position in Trane Technologies in Q4 2023 and has held it in 11 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.