Halbert Hargrove Global Advisors’s Trane Technologies TT Stock Holding History

Halbert Hargrove Global Advisors’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	$33.8K	Buy	69 +3	+5%	+$1.4K	﹤0.01%	236
2026 Q1	$27.6K	Hold	66	–	–	﹤0.01%	226
2025 Q4	$25.8K	Sell	66 -36	-35%	-$14.9K	﹤0.01%	238
2025 Q3	$43.1K	Buy	102 +26	+34%	+$11.1K	﹤0.01%	195
2025 Q2	$33.3K	Sell	76 -6,991	-99%	-$2.76M	﹤0.01%	167
2025 Q1	$2.38M	Buy	7,067 +1	+0%	+$361	0.13%	30
2024 Q4	$2.61M	Hold	7,066	–	–	0.15%	28
2024 Q3	$2.75M	Hold	7,066	–	–	0.15%	27
2024 Q2	$2.32M	Hold	7,066	–	–	0.13%	29
2024 Q1	$2.12M	Hold	7,066	–	–	0.14%	32
2023 Q4	$1.72M	Buy	7,066 +66	+0.9%	+$14.4K	0.12%	36
2023 Q3	$1.42M	Sell	7,000 -13	-0.2%	-$2.6K	0.11%	36
2023 Q2	$1.34M	Sell	7,013 -508	-7%	-$90.2K	0.1%	34
2023 Q1	$1.38M	Buy	7,521 +8	+0.1%	+$1.45K	0.09%	38
2022 Q4	$1.26M	Buy	7,513 +29	+0.4%	+$4.79K	0.09%	41
2022 Q3	$1.08M	Buy	7,484 +68	+0.9%	+$10.2K	0.08%	44
2022 Q2	$963K	Sell	7,416 -5	-0.1%	-$691	0.07%	50
2022 Q1	$1.13M	Sell	7,421 -26	-0.3%	-$4.25K	0.07%	49
2021 Q4	$1.5M	Sell	7,447 -1	-0%	-$188	0.1%	37
2021 Q3	$1.29M	Buy	7,448 +2	+0%	+$385	0.09%	33
2021 Q2	$1.37M	Buy	7,446 +14	+0.2%	+$2.49K	0.09%	36
2021 Q1	$1.23M	Buy	7,432 +19	+0.3%	+$2.94K	0.09%	35
2020 Q4	$1.08M	Buy	7,413 +4	+0.1%	+$552	0.08%	31
2020 Q3	$898K	Buy	7,409 +10	+0.1%	+$1.12K	0.09%	30
2020 Q2	$658K	Buy	7,399 +18	+0.2%	+$1.56K	0.1%	31
2020 Q1	$610K	Hold	7,381	–	–	0.11%	28
2019 Q4	$981K	Buy	7,381 +13	+0.2%	+$1.65K	0.25%	21
2019 Q3	$908K	Hold	7,368	–	–	0.24%	19
2019 Q2	$933K	Sell	7,368 -600	-8%	-$71.8K	0.25%	15
2019 Q1	$860K	Sell	7,968 -226	-3%	-$22.9K	3.03%	6
2018 Q4	$748K	Buy	8,194 +10	+0.1%	+$983	0.17%	28
2018 Q3	$837K	Sell	8,184 -35	-0.4%	-$3.42K	0.22%	22
2018 Q2	$737K	Sell	8,219 -3,382	-29%	-$297K	0.19%	20
2018 Q1	$992K	Buy	+11,601	New	+$1.04M	0.26%	16

Other funds holding TT

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Halbert Hargrove Global Advisors's TT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Trane Technologies (TT) stake by 4.5% in Q2 2026, buying an estimated $1.4K and bringing the position to 69 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Halbert Hargrove Global Advisors first reported a position in TT in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.75M in Q3 2024. 749 funds tracked by Wall St. Rank hold TT as of Q2 2026.

Halbert Hargrove Global Advisors held 69 shares of Trane Technologies worth $33.8K as of Q2 2026.
Halbert Hargrove Global Advisors bought 3 Trane Technologies shares in Q2 2026, an estimated $1.4K.
Trane Technologies made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #236 holding.
Halbert Hargrove Global Advisors first reported a position in Trane Technologies in Q1 2018 and has held it in 34 quarters since.
Halbert Hargrove Global Advisors's Trane Technologies position peaked at $2.75M in Q3 2024.
749 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.