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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
Q3 		$158K Hold
350
– – 0.03% 134
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

GoalVest Advisory's TT Position: Q3 2026 in Review

GoalVest Advisory held its Trane Technologies (TT) position steady in Q3 2026 at 350 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #134.

GoalVest Advisory first reported a position in TT in Q1 2022 and has held it in 16 quarters since. The position peaked at $188K in Q2 2025. 90 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • GoalVest Advisory held 350 shares of Trane Technologies worth $158K as of Q3 2026.
  • GoalVest Advisory left its Trane Technologies share count unchanged in Q3 2026.
  • Trane Technologies made up 0.03% of GoalVest Advisory's portfolio in Q3 2026, its #134 holding.
  • GoalVest Advisory first reported a position in Trane Technologies in Q1 2022 and has held it in 16 quarters since.
  • GoalVest Advisory's Trane Technologies position peaked at $188K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.