Great Valley Advisor Group
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Great Valley Advisor Group’s Trane Technologies TT Stock Holding History

Great Valley Advisor 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
Q3 		$445K Sell
984
-47
-5% -$21.6K 0.01% 804
2026
Q2 		$506K Buy
1,031
+5
+0.5% +$2.34K 0.01% 723
2026
Q1 		$427K Buy
1,026
+106
+12% +$45K 0.01% 722
2025
Q4 		$358K Buy
920
+9
+1% +$3.72K 0.01% 729
2025
Q3 		$384K Buy
911
+9
+1% +$3.85K 0.01% 703
2025
Q2 		$395K Hold
902
– – 0.01% 667
2025
Q1 		$304K Sell
902
-27
-3% -$9.8K 0.01% 723
2024
Q4 		$343K Buy
929
+95
+11% +$37.7K 0.01% 663
2024
Q3 		$324K Sell
834
-26
-3% -$9.02K 0.01% 672
2024
Q2 		$282K Buy
860
+20
+2% +$6.36K 0.01% 659
2024
Q1 		$252K Buy
840
+5
+0.6% +$1.36K 0.01% 644
2023
Q4 		$203K Buy
+835
New +$183K 0.01% 671
2022
Q3 		– Sell
-2,644
Closed -$344K – 715
2022
Q2 		$344K Buy
2,644
+20
+0.8% +$2.77K 0.02% 519
2022
Q1 		$401K Sell
2,624
-100
-4% -$16.4K 0.02% 433
2021
Q4 		$547K Hold
2,724
– – 0.03% 369
2021
Q3 		$470K Buy
2,724
+115
+4% +$22.1K 0.03% 375
2021
Q2 		$480K Buy
+2,609
New +$465K 0.04% 358

Other funds holding TT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Great Valley Advisor Group's TT Position: Q3 2026 in Review

Great Valley Advisor Group reduced its Trane Technologies (TT) stake by 4.6% in Q3 2026, selling an estimated $21.6K and leaving 984 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #804.

Great Valley Advisor Group first reported a position in TT in Q2 2021 and has held it in 17 quarters since. The position peaked at $547K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Great Valley Advisor Group held 984 shares of Trane Technologies worth $445K as of Q3 2026.
  • Great Valley Advisor Group sold 47 Trane Technologies shares in Q3 2026, an estimated $21.6K.
  • Trane Technologies made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #804 holding.
  • Great Valley Advisor Group first reported a position in Trane Technologies in Q2 2021 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Trane Technologies position peaked at $547K in Q4 2021.
  • 1,071 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.