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Integrated Wealth Concepts’s Trane Technologies TT Stock Holding History

Integrated Wealth Concepts’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 		$2.68M Buy
6,419
+5,781
+906% +$2.45M 0.02% 647
2025
Q4 		$248K Sell
638
-2,413
-79% -$998K ﹤0.01% 1408
2025
Q3 		$1.29M Sell
3,051
-707
-19% -$302K 0.01% 856
2025
Q2 		$1.64M Buy
3,758
+773
+26% +$305K 0.02% 686
2025
Q1 		$1.01M Buy
2,985
+541
+22% +$195K 0.01% 828
2024
Q4 		$903K Buy
2,444
+38
+2% +$15.1K 0.01% 865
2024
Q3 		$935K Sell
2,406
-120
-5% -$41.6K 0.01% 830
2024
Q2 		$831K Sell
2,526
-18
-0.7% -$5.72K 0.01% 841
2024
Q1 		$764K Buy
2,544
+731
+40% +$198K 0.01% 872
2023
Q4 		$442K Sell
1,813
-159
-8% -$34.8K 0.01% 1050
2023
Q3 		$400K Buy
1,972
+46
+2% +$9.21K 0.01% 1082
2023
Q2 		$368K Buy
1,926
+498
+35% +$88.4K 0.01% 1133
2023
Q1 		$263K Buy
+1,428
New +$259K 0.01% 1114

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Integrated Wealth Concepts's TT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Trane Technologies (TT) stake by 906% in Q1 2026, buying an estimated $2.45M and bringing the position to 6,419 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #647.

Integrated Wealth Concepts first reported a position in TT in Q1 2023 and has held it in 13 quarters since. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Integrated Wealth Concepts held 6,419 shares of Trane Technologies worth $2.68M as of Q1 2026.
  • Integrated Wealth Concepts bought 5,781 Trane Technologies shares in Q1 2026, an estimated $2.45M.
  • Trane Technologies made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #647 holding.
  • Integrated Wealth Concepts first reported a position in Trane Technologies in Q1 2023 and has held it in 13 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.