Heritage Wealth Advisors’s Trane Technologies TT Stock Holding History

Heritage 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 Q1	$1.42M	Buy	3,415 +5	+0.1%	+$2.12K	0.06%	65
2025 Q4	$1.33M	Hold	3,410	–	–	0.05%	86
2025 Q3	$1.44M	Hold	3,410	–	–	0.06%	67
2025 Q2	$1.49M	Hold	3,410	–	–	0.07%	64
2025 Q1	$1.15M	Sell	3,410 -5	-0.1%	-$1.81K	0.06%	72
2024 Q4	$1.26M	Buy	3,415 +5	+0.1%	+$1.99K	0.06%	71
2024 Q3	$1.33M	Buy	3,410 +24	+0.7%	+$8.32K	0.06%	72
2024 Q2	$1.11M	Sell	3,386 -179	-5%	-$56.9K	0.05%	78
2024 Q1	$1.07M	Hold	3,565	–	–	0.05%	86
2023 Q4	$870K	Sell	3,565 -500	-12%	-$109K	0.04%	97
2023 Q3	$825K	Sell	4,065 -295	-7%	-$59.1K	0.05%	90
2023 Q2	$834K	Hold	4,360	–	–	0.04%	95
2023 Q1	$802K	Buy	4,360 +150	+4%	+$27.2K	0.04%	93
2022 Q4	$708K	Sell	4,210 -46	-1%	-$7.59K	0.04%	101
2022 Q3	$616K	Hold	4,256	–	–	0.04%	101
2022 Q2	$553K	Buy	4,256 +765	+22%	+$106K	0.04%	120
2022 Q1	$533K	Hold	3,491	–	–	0.03%	128
2021 Q4	$705K	Sell	3,491 -375	-10%	-$70.6K	0.04%	120
2021 Q3	$667K	Hold	3,866	–	–	0.04%	117
2021 Q2	$712K	Hold	3,866	–	–	0.04%	117
2021 Q1	$640K	Sell	3,866 -26	-0.7%	-$4.03K	0.04%	118
2020 Q4	$565K	Hold	3,892	–	–	0.04%	120
2020 Q3	$472K	Hold	3,892	–	–	0.06%	95
2020 Q2	$346K	Hold	3,892	–	–	0.05%	108
2020 Q1	$321K	Hold	3,892	–	–	0.06%	100
2019 Q4	$517K	Hold	3,892	–	–	0.07%	96
2019 Q3	$479K	Sell	3,892 -64	-2%	-$7.81K	0.07%	100
2019 Q2	$501K	Buy	3,956 +184	+5%	+$22K	0.08%	90
2019 Q1	$407K	Hold	3,772	–	–	0.07%	94
2018 Q4	$344K	Hold	3,772	–	–	0.07%	95
2018 Q3	$385K	Hold	3,772	–	–	0.08%	89
2018 Q2	$338K	Hold	3,772	–	–	0.13%	90
2018 Q1	$322K	Hold	3,772	–	–	0.13%	87
2017 Q4	$336K	Buy	3,772 +26	+0.7%	+$2.29K	0.14%	90
2017 Q3	$334K	Buy	3,746 +180	+5%	+$15.9K	0.17%	80
2017 Q2	$327K	Hold	3,566	–	–	0.17%	77
2017 Q1	$290K	Hold	3,566	–	–	0.16%	79
2016 Q4	$268K	Hold	3,566	–	–	0.18%	69
2016 Q3	$243K	Hold	3,566	–	–	0.17%	76
2016 Q2	$226K	Buy	3,566 +191	+6%	+$12.3K	0.15%	88
2016 Q1	$209K	Buy	+3,375	New	+$184K	0.16%	77

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Heritage Wealth Advisors's TT Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Trane Technologies (TT) stake by 0.15% in Q1 2026, buying an estimated $2.12K and bringing the position to 3,415 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #65.

Heritage Wealth Advisors first reported a position in TT in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.49M in Q2 2025. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

Heritage Wealth Advisors held 3,415 shares of Trane Technologies worth $1.42M as of Q1 2026.
Heritage Wealth Advisors bought 5 Trane Technologies shares in Q1 2026, an estimated $2.12K.
Trane Technologies made up 0.06% of Heritage Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Heritage Wealth Advisors first reported a position in Trane Technologies in Q1 2016 and has held it in 41 quarters since.
Heritage Wealth Advisors's Trane Technologies position peaked at $1.49M in Q2 2025.
1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.