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GoalVest Advisory’s Trane Technologies TT Stock Holding History

GoalVest Advisory’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 		$172K Hold
350
– – 0.03% 126
2026
Q1 		$146K Hold
350
– – 0.03% 159
2025
Q4 		$136K Sell
350
-80
-19% -$33.1K 0.03% 166
2025
Q3 		$181K Hold
430
– – 0.04% 137
2025
Q2 		$188K Buy
430
+256
+147% +$101K 0.05% 129
2025
Q1 		$58.6K Buy
174
+84
+93% +$30.4K 0.02% 176
2024
Q4 		$33.2K Sell
90
-63
-41% -$25K 0.01% 209
2024
Q3 		$59.5K Buy
153
+63
+70% +$21.9K 0.02% 176
2024
Q2 		$29.6K Hold
90
– – 0.01% 203
2024
Q1 		$27K Buy
90
+55
+157% +$14.9K 0.01% 242
2023
Q4 		$8.54K Buy
35
+25
+250% +$5.47K ﹤0.01% 265
2023
Q3 		$2.03K Buy
+10
New +$2K ﹤0.01% 422
2022
Q4 		– Sell
-75
Closed -$11K – 268
2022
Q3 		$11K Sell
75
-555
-88% -$82.9K 0.01% 184
2022
Q2 		$83K Buy
630
+553
+718% +$76.5K 0.05% 139
2022
Q1 		$12K Buy
+77
New +$12.6K 0.01% 232

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

GoalVest Advisory's TT Position: Q2 2026 in Review

GoalVest Advisory held its Trane Technologies (TT) position steady in Q2 2026 at 350 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #126.

GoalVest Advisory first reported a position in TT in Q1 2022 and has held it in 15 quarters since. The position peaked at $188K in Q2 2025. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • GoalVest Advisory held 350 shares of Trane Technologies worth $172K as of Q2 2026.
  • GoalVest Advisory left its Trane Technologies share count unchanged in Q2 2026.
  • Trane Technologies made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #126 holding.
  • GoalVest Advisory first reported a position in Trane Technologies in Q1 2022 and has held it in 15 quarters since.
  • GoalVest Advisory's Trane Technologies position peaked at $188K in Q2 2025.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.