Joel Isaacson & Co’s Trane Technologies TT Stock Holding History

Joel Isaacson & Co’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 Q3	$322K	Buy	713 +93	+15%	+$42.8K	0.01%	385
2026 Q2	$305K	Hold	620	–	–	0.01%	376
2026 Q1	$258K	Hold	620	–	–	0.01%	387
2025 Q4	$241K	Sell	620 -11	-2%	-$4.55K	0.01%	405
2025 Q3	$266K	Hold	631	–	–	0.01%	377
2025 Q2	$276K	Buy	631 +11	+2%	+$4.34K	0.01%	348
2025 Q1	$209K	Buy	+620	New	+$224K	0.01%	373
2015 Q4	–	Sell	-90	Closed	-$5K	–	792
2015 Q3	$5K	Hold	90	–	–	﹤0.01%	631
2015 Q2	$6K	Sell	90 -22,999	-100%	-$1.57M	﹤0.01%	648
2015 Q1	$1.57M	Buy	23,089 +1,238	+6%	+$81.8K	0.4%	32
2014 Q4	$1.38M	Hold	21,851	–	–	0.37%	33
2014 Q3	$1.23M	Hold	21,851	–	–	0.38%	36
2014 Q2	$1.37M	Hold	21,851	–	–	0.43%	30
2014 Q1	$1.25M	Hold	21,851	–	–	0.42%	31
2013 Q4	$1.35M	Sell	21,851 -5,506	-20%	-$303K	0.49%	25
2013 Q3	$1.42M	Hold	27,357	–	–	0.58%	23
2013 Q2	$1.21M	Buy	+27,357	New	+$1.22M	0.57%	26

Other funds holding TT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Joel Isaacson & Co's TT Position: Q3 2026 in Review

Joel Isaacson & Co increased its Trane Technologies (TT) stake by 15% in Q3 2026, buying an estimated $42.8K and bringing the position to 713 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #385.

Joel Isaacson & Co first reported a position in TT in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.57M in Q1 2015. 988 funds tracked by Wall St. Rank hold TT as of Q3 2026.

Joel Isaacson & Co held 713 shares of Trane Technologies worth $322K as of Q3 2026.
Joel Isaacson & Co bought 93 Trane Technologies shares in Q3 2026, an estimated $42.8K.
Trane Technologies made up 0.01% of Joel Isaacson & Co's portfolio in Q3 2026, its #385 holding.
Joel Isaacson & Co first reported a position in Trane Technologies in Q2 2013 and has held it in 17 quarters since.
Joel Isaacson & Co's Trane Technologies position peaked at $1.57M in Q1 2015.
988 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Joel Isaacson & Co's 13F filing for Q3 2026, filed 5 Nov 2026.