GWANC
TT icon

Guardian Wealth Advisors (North Carolina)’s Trane Technologies TT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$421K Sell
857
-3
-0.3% -$1.4K 0.02% 269
2026
Q1 		$358K Buy
860
+5
+0.6% +$2.12K 0.02% 262
2025
Q4 		$333K Buy
855
+1
+0.1% +$414 0.02% 280
2025
Q3 		$360K Sell
854
-1
-0.1% -$427 0.02% 261
2025
Q2 		$374K Buy
+855
New +$337K 0.03% 233

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s TT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Trane Technologies (TT) stake by 0.35% in Q2 2026, selling an estimated $1.4K and leaving 857 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #269.

Guardian Wealth Advisors (North Carolina) first reported a position in TT in Q2 2025 and has held it in 5 quarters since. 1,825 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 857 shares of Trane Technologies worth $421K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 3 Trane Technologies shares in Q2 2026, an estimated $1.4K.
  • Trane Technologies made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #269 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Trane Technologies in Q2 2025 and has held it in 5 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.