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Forum Private Client Group’s Trane Technologies TT Stock Holding History

Forum Private Client 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 		$266K Buy
542
+5
+0.9% +$2.34K 0.08% 73
2026
Q1 		$224K Buy
537
+3
+0.6% +$1.27K 0.07% 76
2025
Q4 		$208K Hold
534
– – 0.07% 79
2025
Q3 		$225K Hold
534
– – 0.08% 77
2025
Q2 		$234K Buy
+534
New +$211K 0.09% 73
2024
Q4 		– Sell
-534
Closed -$208K – 79
2024
Q3 		$208K Sell
534
-175
-25% -$60.7K 0.09% 74
2024
Q2 		$233K Hold
709
– – 0.11% 68
2024
Q1 		$213K Buy
+709
New +$192K 0.1% 69

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

Forum Private Client Group's TT Position: Q2 2026 in Review

Forum Private Client Group increased its Trane Technologies (TT) stake by 0.93% in Q2 2026, buying an estimated $2.34K and bringing the position to 542 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #73.

Forum Private Client Group first reported a position in TT in Q1 2024 and has held it in 8 quarters since. 1,814 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Forum Private Client Group held 542 shares of Trane Technologies worth $266K as of Q2 2026.
  • Forum Private Client Group bought 5 Trane Technologies shares in Q2 2026, an estimated $2.34K.
  • Trane Technologies made up 0.08% of Forum Private Client Group's portfolio in Q2 2026, its #73 holding.
  • Forum Private Client Group first reported a position in Trane Technologies in Q1 2024 and has held it in 8 quarters since.
  • 1,814 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.