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IBEX Wealth Advisors’s Trane Technologies TT Stock Holding History

IBEX 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
Q2 		$237K Sell
483
-10
-2% -$4.68K 0.02% 197
2026
Q1 		$205K Buy
+493
New +$209K 0.02% 200
2025
Q4 		– Sell
-498
Closed -$210K – 196
2025
Q3 		$210K Sell
498
-8
-2% -$3.42K 0.02% 195
2025
Q2 		$221K Buy
+506
New +$200K 0.02% 185
2024
Q3 		– Sell
-520
Closed -$171K – 260
2024
Q2 		$171K Buy
+520
New +$165K 0.03% 135
2022
Q3 		– Sell
-1,562
Closed -$203K – 166
2022
Q2 		$203K Hold
1,562
– – 0.05% 144
2022
Q1 		$238K Sell
1,562
-544
-26% -$89K 0.05% 150
2021
Q4 		$425K Sell
2,106
-131
-6% -$24.7K 0.08% 132
2021
Q3 		$386K Buy
2,237
+241
+12% +$46.4K 0.07% 133
2021
Q2 		$368K Buy
+1,996
New +$356K 0.07% 130
2019
Q3 		– Sell
-525
Closed -$66K – 367
2019
Q2 		$66K Buy
+525
New +$62.8K 0.02% 189
2017
Q1 		– Sell
-675
Closed -$53K – 359
2016
Q4 		$53K Buy
+675
New +$48.7K 0.03% 172

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 $3.37T AUM 44.26% 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

IBEX Wealth Advisors's TT Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Trane Technologies (TT) stake by 2% in Q2 2026, selling an estimated $4.68K and leaving 483 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #197.

IBEX Wealth Advisors first reported a position in TT in Q4 2016 and has held it in 12 quarters since. The position peaked at $425K in Q4 2021. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • IBEX Wealth Advisors held 483 shares of Trane Technologies worth $237K as of Q2 2026.
  • IBEX Wealth Advisors sold 10 Trane Technologies shares in Q2 2026, an estimated $4.68K.
  • Trane Technologies made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • IBEX Wealth Advisors first reported a position in Trane Technologies in Q4 2016 and has held it in 12 quarters since.
  • IBEX Wealth Advisors's Trane Technologies position peaked at $425K in Q4 2021.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.