High Net Worth Advisory Group’s Trane Technologies TT Stock Holding History

High Net Worth Advisory Group’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 Q3	$1.17M	Sell	2,584 -150	-5%	-$69K	0.25%	89
2026 Q2	$1.34M	Buy	2,734 +150	+6%	+$70.2K	0.28%	81
2026 Q1	$1.08M	Hold	2,584	–	–	0.25%	89
2025 Q4	$1.01M	Hold	2,584	–	–	0.23%	97
2025 Q3	$1.09M	Buy	2,584 +14	+0.5%	+$5.98K	0.26%	87
2025 Q2	$1.12M	Hold	2,570	–	–	0.3%	75
2025 Q1	$866K	Hold	2,570	–	–	0.24%	93
2024 Q4	$949K	Hold	2,570	–	–	0.27%	86
2024 Q3	$999K	Hold	2,570	–	–	0.27%	84
2024 Q2	$845K	Hold	2,570	–	–	0.26%	85
2024 Q1	$772K	Hold	2,570	–	–	0.24%	92
2023 Q4	$627K	Sell	2,570 -93	-3%	-$20.3K	0.23%	95
2023 Q3	$540K	Hold	2,663	–	–	0.22%	100
2023 Q2	$509K	Buy	2,663 +93	+4%	+$16.5K	0.2%	107
2023 Q1	$473K	Buy	2,570 +270	+12%	+$49K	0.19%	109
2022 Q4	$387K	Sell	2,300 -750	-25%	-$124K	0.15%	127
2022 Q3	$442K	Hold	3,050	–	–	0.19%	108
2022 Q2	$396K	Buy	3,050 +1,803	+145%	+$249K	0.16%	118
2022 Q1	$190K	Hold	1,247	–	–	0.07%	190
2021 Q4	$252K	Buy	+1,247	New	+$235K	0.09%	171

Other funds holding TT

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

High Net Worth Advisory Group's TT Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its Trane Technologies (TT) stake by 5.5% in Q3 2026, selling an estimated $69K and leaving 2,584 shares worth $1.17M. The position accounts for 0.25% of the portfolio, ranked #89.

High Net Worth Advisory Group first reported a position in TT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.34M in Q2 2026. 694 funds tracked by Wall St. Rank hold TT as of Q3 2026.

High Net Worth Advisory Group held 2,584 shares of Trane Technologies worth $1.17M as of Q3 2026.
High Net Worth Advisory Group sold 150 Trane Technologies shares in Q3 2026, an estimated $69K.
Trane Technologies made up 0.25% of High Net Worth Advisory Group's portfolio in Q3 2026, its #89 holding.
High Net Worth Advisory Group first reported a position in Trane Technologies in Q4 2021 and has held it in 20 quarters since.
High Net Worth Advisory Group's Trane Technologies position peaked at $1.34M in Q2 2026.
694 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.