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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
Q2 		$7.23M Buy
14,710
+8,291
+129% +$3.88M 0.05% 367
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 $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

Integrated Wealth Concepts's TT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Trane Technologies (TT) stake by 129% in Q2 2026, buying an estimated $3.88M and bringing the position to 14,710 shares worth $7.23M. The position accounts for 0.05% of the portfolio, ranked #367.

Integrated Wealth Concepts first reported a position in TT in Q1 2023 and has held it in 14 quarters since. 1,823 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Integrated Wealth Concepts held 14,710 shares of Trane Technologies worth $7.23M as of Q2 2026.
  • Integrated Wealth Concepts bought 8,291 Trane Technologies shares in Q2 2026, an estimated $3.88M.
  • Trane Technologies made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #367 holding.
  • Integrated Wealth Concepts first reported a position in Trane Technologies in Q1 2023 and has held it in 14 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.