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JFS Wealth Advisors’s Trane Technologies TT Stock Holding History

JFS 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 		$77.6K Buy
158
+2
+1% +$935 ﹤0.01% 466
2026
Q1 		$65K Sell
156
-10
-6% -$4.25K ﹤0.01% 468
2025
Q4 		$64.6K Buy
166
+35
+27% +$14.5K ﹤0.01% 471
2025
Q3 		$55.3K Sell
131
-10
-7% -$4.27K ﹤0.01% 490
2025
Q2 		$61.7K Buy
141
+3
+2% +$1.18K ﹤0.01% 443
2025
Q1 		$46.5K Hold
138
– – ﹤0.01% 489
2024
Q4 		$51K Hold
138
– – ﹤0.01% 459
2024
Q3 		$53.6K Sell
138
-2
-1% -$694 ﹤0.01% 456
2024
Q2 		$46.1K Sell
140
-8
-5% -$2.54K ﹤0.01% 431
2024
Q1 		$44.4K Hold
148
– – ﹤0.01% 448
2023
Q4 		$36.1K Buy
148
+12
+9% +$2.63K ﹤0.01% 469
2023
Q3 		$27.6K Hold
136
– – ﹤0.01% 475
2023
Q2 		$26K Hold
136
– – ﹤0.01% 482
2023
Q1 		$25K Sell
136
-6
-4% -$1.09K ﹤0.01% 480
2022
Q4 		$23.9K Buy
142
+3
+2% +$495 ﹤0.01% 491
2022
Q3 		$20K Buy
139
+55
+65% +$8.22K ﹤0.01% 577
2022
Q2 		$11K Sell
84
-7
-8% -$968 ﹤0.01% 746
2022
Q1 		$14K Sell
91
-5
-5% -$818 ﹤0.01% 700
2021
Q4 		$19K Buy
96
+28
+41% +$5.27K ﹤0.01% 580
2021
Q3 		$12K Buy
+68
New +$13.1K ﹤0.01% 621
2021
Q1 		– Sell
-53
Closed -$8K – 623
2020
Q4 		$8K Buy
+53
New +$7.32K ﹤0.01% 435
2015
Q1 		– Sell
-180
Closed -$11K – 540
2014
Q4 		$11K Buy
+180
New +$11K ﹤0.01% 364

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

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

JFS Wealth Advisors increased its Trane Technologies (TT) stake by 1.3% in Q2 2026, buying an estimated $935 and bringing the position to 158 shares worth $77.6K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

JFS Wealth Advisors first reported a position in TT in Q4 2014 and has held it in 22 quarters since. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • JFS Wealth Advisors held 158 shares of Trane Technologies worth $77.6K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Trane Technologies shares in Q2 2026, an estimated $935.
  • Trane Technologies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #466 holding.
  • JFS Wealth Advisors first reported a position in Trane Technologies in Q4 2014 and has held it in 22 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.