EWA
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EverSource Wealth Advisors’s Trane Technologies TT Stock Holding History

EverSource 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 		$1.37M Sell
2,796
-652
-19% -$305K 0.05% 287
2026
Q1 		$1.44M Buy
3,448
+645
+23% +$274K 0.04% 293
2025
Q4 		$1.09M Sell
2,803
-163
-5% -$67.4K 0.04% 317
2025
Q3 		$1.25M Sell
2,966
-82
-3% -$35K 0.05% 263
2025
Q2 		$1.33M Buy
3,048
+853
+39% +$337K 0.06% 218
2025
Q1 		$740K Buy
2,195
+576
+36% +$208K 0.04% 304
2024
Q4 		$598K Buy
1,619
+459
+40% +$182K 0.03% 335
2024
Q3 		$451K Buy
1,160
+164
+16% +$56.9K 0.03% 349
2024
Q2 		$333K Buy
996
+68
+7% +$21.6K 0.02% 415
2024
Q1 		$295K Buy
928
+72
+8% +$19.5K 0.02% 379
2023
Q4 		$209K Buy
856
+135
+19% +$29.5K 0.02% 424
2023
Q3 		$146K Buy
721
+113
+19% +$22.6K 0.02% 471
2023
Q2 		$116K Buy
608
+146
+32% +$25.9K 0.01% 529
2023
Q1 		$85K Buy
462
+89
+24% +$16.2K 0.01% 594
2022
Q4 		$62.7K Buy
373
+10
+3% +$1.65K 0.01% 664
2022
Q3 		$53K Buy
363
+150
+70% +$22.4K 0.01% 623
2022
Q2 		$28K Buy
213
+25
+13% +$3.46K 0.01% 747
2022
Q1 		$29K Buy
188
+3
+2% +$491 0.01% 583
2021
Q4 		$37K Buy
+185
New +$34.8K 0.01% 485

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

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

EverSource Wealth Advisors reduced its Trane Technologies (TT) stake by 19% in Q2 2026, selling an estimated $305K and leaving 2,796 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #287.

EverSource Wealth Advisors first reported a position in TT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q1 2026. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • EverSource Wealth Advisors held 2,796 shares of Trane Technologies worth $1.37M as of Q2 2026.
  • EverSource Wealth Advisors sold 652 Trane Technologies shares in Q2 2026, an estimated $305K.
  • Trane Technologies made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #287 holding.
  • EverSource Wealth Advisors first reported a position in Trane Technologies in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Trane Technologies position peaked at $1.44M in Q1 2026.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.