Evermay Wealth Management
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Evermay Wealth Management’s Trane Technologies TT Stock Holding History

Evermay 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
Q3 		$183K Buy
+404
New +$186K 0.02% 216
2026
Q2 		– Sell
-19
Closed -$7.92K – 689
2026
Q1 		$7.92K Buy
+19
New +$8.07K ﹤0.01% 476
2024
Q1 		– Sell
-2
Closed -$488 – 723
2023
Q4 		$488 Buy
+2
New +$438 ﹤0.01% 564
2021
Q3 		– Sell
-93
Closed -$17K – 529
2021
Q2 		$17K Buy
+93
New +$16.6K ﹤0.01% 368

Other funds holding TT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Evermay Wealth Management's TT Position: Q3 2026 in Review

Evermay Wealth Management opened a new position in Trane Technologies (TT) in Q3 2026: 404 shares worth $183K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in TT as recently as Q1 2026.

Evermay Wealth Management first reported a position in TT in Q2 2021 and has held it in 4 quarters since. 1,176 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Evermay Wealth Management held 404 shares of Trane Technologies worth $183K as of Q3 2026.
  • Trane Technologies was a new Evermay Wealth Management position in Q3 2026.
  • Trane Technologies made up 0.02% of Evermay Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Evermay Wealth Management first reported a position in Trane Technologies in Q2 2021 and has held it in 4 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.