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Institute for Wealth Management’s Trane Technologies TT Stock Holding History

Institute for Wealth Management’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 		$701K Sell
1,428
-120
-8% -$56.1K 0.06% 258
2026
Q1 		$645K Sell
1,548
-46
-3% -$19.5K 0.07% 265
2025
Q4 		$620K Sell
1,594
-21
-1% -$8.69K 0.07% 261
2025
Q3 		$681K Buy
1,615
+639
+65% +$273K 0.07% 264
2025
Q2 		$427K Hold
976
– – 0.05% 343
2025
Q1 		$329K Sell
976
-5
-0.5% -$1.81K 0.04% 392
2024
Q4 		$362K Buy
981
+4
+0.4% +$1.59K 0.05% 362
2024
Q3 		$380K Hold
977
– – 0.05% 358
2024
Q2 		$321K Buy
977
+179
+22% +$56.9K 0.04% 376
2024
Q1 		$240K Sell
798
-160
-17% -$43.4K 0.03% 441
2023
Q4 		$207K Buy
+958
New +$210K 0.03% 458

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

Institute for Wealth Management's TT Position: Q2 2026 in Review

Institute for Wealth Management reduced its Trane Technologies (TT) stake by 7.8% in Q2 2026, selling an estimated $56.1K and leaving 1,428 shares worth $701K. The position accounts for 0.06% of the portfolio, ranked #258.

Institute for Wealth Management first reported a position in TT in Q4 2023 and has held it in 11 quarters since. 1,814 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Institute for Wealth Management held 1,428 shares of Trane Technologies worth $701K as of Q2 2026.
  • Institute for Wealth Management sold 120 Trane Technologies shares in Q2 2026, an estimated $56.1K.
  • Trane Technologies made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Institute for Wealth Management first reported a position in Trane Technologies in Q4 2023 and has held it in 11 quarters since.
  • 1,814 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.