IAM Advisory’s Trane Technologies TT Stock Holding History

IAM Advisory’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	$775K	Buy	1,578 +4	+0.3%	+$1.87K	0.15%	68
2026 Q1	$656K	Buy	1,574 +3	+0.2%	+$1.27K	0.15%	71
2025 Q4	$611K	Buy	1,571 +4	+0.3%	+$1.65K	0.14%	71
2025 Q3	$661K	Buy	1,567 +3	+0.2%	+$1.28K	0.15%	68
2025 Q2	$684K	Sell	1,564 -19	-1%	-$7.5K	0.16%	68
2025 Q1	$534K	Buy	1,583 +3	+0.2%	+$1.08K	0.14%	73
2024 Q4	$584K	Buy	1,580 +4	+0.3%	+$1.59K	0.15%	72
2024 Q3	$613K	Buy	1,576 +4	+0.3%	+$1.39K	0.15%	71
2024 Q2	$517K	Buy	1,572 +4	+0.3%	+$1.27K	0.14%	70
2024 Q1	$471K	Buy	1,568 +5	+0.3%	+$1.36K	0.13%	73
2023 Q4	$381K	Buy	1,563 +6	+0.4%	+$1.31K	0.12%	70
2023 Q3	$316K	Buy	1,557 +55	+4%	+$11K	0.11%	73
2023 Q2	$287K	Buy	1,502 +6	+0.4%	+$1.06K	0.1%	73
2023 Q1	$275K	Sell	1,496 -69	-4%	-$12.5K	0.1%	77
2022 Q4	$263K	Buy	1,565 +82	+6%	+$13.5K	0.1%	74
2022 Q3	$215K	Buy	+1,483	New	+$222K	0.09%	74
2022 Q2	–	Sell	-1,469	Closed	-$224K	–	89
2022 Q1	$224K	Hold	1,469	–	–	0.09%	70
2021 Q4	$279K	Buy	1,469 +4	+0.3%	+$753	0.11%	66
2021 Q3	$249K	Buy	+1,465	New	+$282K	0.11%	66
2021 Q2	–	Sell	-1,455	Closed	-$254K	–	97
2021 Q1	$254K	Buy	1,455 +5	+0.3%	+$774	0.11%	60
2020 Q4	$212K	Buy	+1,450	New	+$200K	0.11%	59

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IAM Advisory's TT Position: Q2 2026 in Review

IAM Advisory increased its Trane Technologies (TT) stake by 0.25% in Q2 2026, buying an estimated $1.87K and bringing the position to 1,578 shares worth $775K. The position accounts for 0.15% of the portfolio, ranked #68.

IAM Advisory first reported a position in TT in Q4 2020 and has held it in 21 quarters since. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

IAM Advisory held 1,578 shares of Trane Technologies worth $775K as of Q2 2026.
IAM Advisory bought 4 Trane Technologies shares in Q2 2026, an estimated $1.87K.
Trane Technologies made up 0.15% of IAM Advisory's portfolio in Q2 2026, its #68 holding.
IAM Advisory first reported a position in Trane Technologies in Q4 2020 and has held it in 21 quarters since.
1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.