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Invera Wealth Advisors’s Trane Technologies TT Stock Holding History

Invera 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 		$3.05M Sell
6,216
-2,043
-25% -$955K 1.64% 21
2026
Q1 		$3.44M Sell
8,259
-55
-0.7% -$23.3K 2.21% 14
2025
Q4 		$3.24M Sell
8,314
-486
-6% -$201K 2.04% 18
2025
Q3 		$3.71M Sell
8,800
-274
-3% -$117K 2.29% 17
2025
Q2 		$3.97M Sell
9,074
-222
-2% -$87.6K 2.59% 13
2025
Q1 		$3.13M Buy
+9,296
New +$3.36M 2.02% 16
2024
Q2 		– Sell
-15,634
Closed -$4.53M – 65
2024
Q1 		$4.53M Sell
15,634
-1,165
-7% -$316K 3.84% 5
2023
Q4 		$4.1M Buy
+16,799
New +$3.68M 2.56% 9

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

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

Invera Wealth Advisors reduced its Trane Technologies (TT) stake by 25% in Q2 2026, selling an estimated $955K and leaving 6,216 shares worth $3.05M. The position accounts for 1.64% of the portfolio, ranked #21.

Invera Wealth Advisors first reported a position in TT in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.53M in Q1 2024. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Invera Wealth Advisors held 6,216 shares of Trane Technologies worth $3.05M as of Q2 2026.
  • Invera Wealth Advisors sold 2,043 Trane Technologies shares in Q2 2026, an estimated $955K.
  • Trane Technologies made up 1.64% of Invera Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Invera Wealth Advisors first reported a position in Trane Technologies in Q4 2023 and has held it in 8 quarters since.
  • Invera Wealth Advisors's Trane Technologies position peaked at $4.53M in Q1 2024.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.