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 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

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

High Net Worth Advisory Group's TT Position: Q1 2026 in Review

High Net Worth Advisory Group held its Trane Technologies (TT) position steady in Q1 2026 at 2,584 shares worth $1.08M. 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 18 quarters since. The position peaked at $1.12M in Q2 2025. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

High Net Worth Advisory Group held 2,584 shares of Trane Technologies worth $1.08M as of Q1 2026.
High Net Worth Advisory Group left its Trane Technologies share count unchanged in Q1 2026.
Trane Technologies made up 0.25% of High Net Worth Advisory Group's portfolio in Q1 2026, its #89 holding.
High Net Worth Advisory Group first reported a position in Trane Technologies in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Trane Technologies position peaked at $1.12M in Q2 2025.
1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.