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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
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Trane Technologies (TT) stake by 0.58% in Q1 2026, buying an estimated $2.12K and bringing the position to 860 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #262.

Guardian Wealth Advisors (North Carolina) first reported a position in TT in Q2 2025 and has held it in 4 quarters since. The position peaked at $374K in Q2 2025. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 860 shares of Trane Technologies worth $358K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 5 Trane Technologies shares in Q1 2026, an estimated $2.12K.
  • Trane Technologies made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #262 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Trane Technologies in Q2 2025 and has held it in 4 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Trane Technologies position peaked at $374K in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.