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Heritage Wealth Management (Ohio)’s Trane Technologies TT Stock Holding History

Heritage Wealth Management (Ohio)’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 		$231K Buy
+470
New +$220K 0.06% 250
2025
Q4 		– Sell
-525
Closed -$222K – 268
2025
Q3 		$222K Sell
525
-45
-8% -$19.2K 0.07% 226
2025
Q2 		$249K Sell
570
-45
-7% -$17.8K 0.08% 208
2025
Q1 		$207K Sell
615
-20
-3% -$7.23K 0.07% 218
2024
Q4 		$235K Sell
635
-65
-9% -$25.8K 0.08% 208
2024
Q3 		$272K Sell
700
-50
-7% -$17.3K 0.09% 194
2024
Q2 		$249K Buy
+750
New +$239K 0.08% 196

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

Heritage Wealth Management (Ohio)'s TT Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Trane Technologies (TT) in Q2 2026: 470 shares worth $231K. The stake represents 0.06% of the portfolio and ranks #250 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in TT as recently as Q3 2025.

Heritage Wealth Management (Ohio) first reported a position in TT in Q2 2024 and has held it in 7 quarters since. The position peaked at $272K in Q3 2024. 1,824 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 470 shares of Trane Technologies worth $231K as of Q2 2026.
  • Trane Technologies was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Trane Technologies made up 0.06% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #250 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Trane Technologies in Q2 2024 and has held it in 7 quarters since.
  • Heritage Wealth Management (Ohio)'s Trane Technologies position peaked at $272K in Q3 2024.
  • 1,824 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.