HWA
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HCR Wealth Advisors’s Trane Technologies TT Stock Holding History

HCR Wealth 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 		$357K Sell
727
-1
-0.1% -$468 0.03% 195
2026
Q1 		$303K Buy
728
+7
+1% +$2.97K 0.03% 201
2025
Q4 		$281K Buy
721
+26
+4% +$10.8K 0.03% 202
2025
Q3 		$294K Sell
695
-2
-0.3% -$855 0.03% 190
2025
Q2 		$305K Hold
697
– – 0.04% 185
2025
Q1 		$235K Sell
697
-6
-0.9% -$2.17K 0.03% 205
2024
Q4 		$260K Buy
703
+2
+0.3% +$794 0.03% 194
2024
Q3 		$272K Hold
701
– – 0.04% 189
2024
Q2 		$231K Hold
701
– – 0.03% 200
2024
Q1 		$210K Buy
+701
New +$190K 0.03% 211

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 $3.37T AUM 44.26% 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

HCR Wealth Advisors's TT Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Trane Technologies (TT) stake by 0.14% in Q2 2026, selling an estimated $468 and leaving 727 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #195.

HCR Wealth Advisors first reported a position in TT in Q1 2024 and has held it in 10 quarters since. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • HCR Wealth Advisors held 727 shares of Trane Technologies worth $357K as of Q2 2026.
  • HCR Wealth Advisors sold 1 Trane Technologies share in Q2 2026, an estimated $468.
  • Trane Technologies made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • HCR Wealth Advisors first reported a position in Trane Technologies in Q1 2024 and has held it in 10 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.