KWM
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Kingsview Wealth Management’s Trane Technologies TT Stock Holding History

Kingsview Wealth Management’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 		$1.79M Sell
4,303
-149
-3% -$63.3K 0.02% 532
2025
Q4 		$1.73M Buy
4,452
+255
+6% +$105K 0.03% 503
2025
Q3 		$1.77M Buy
4,197
+1
+0% +$427 0.03% 477
2025
Q2 		$1.84M Sell
4,196
-125
-3% -$49.3K 0.03% 451
2025
Q1 		$1.46M Sell
4,321
-241
-5% -$87.1K 0.03% 453
2024
Q4 		$1.69M Sell
4,562
-28
-0.6% -$11.1K 0.03% 425
2024
Q3 		$1.78M Buy
4,590
+72
+2% +$25K 0.04% 400
2024
Q2 		$1.49M Buy
4,518
+643
+17% +$204K 0.04% 411
2024
Q1 		$1.16M Buy
3,875
+1,045
+37% +$284K 0.03% 460
2023
Q4 		$690K Buy
2,830
+953
+51% +$208K 0.02% 565
2023
Q3 		$381K Buy
1,877
+184
+11% +$36.9K 0.01% 693
2023
Q2 		$324K Buy
1,693
+120
+8% +$21.3K 0.01% 721
2023
Q1 		$289K Buy
1,573
+169
+12% +$30.7K 0.01% 713
2022
Q4 		$236K Sell
1,404
-108
-7% -$17.8K 0.01% 744
2022
Q3 		$219K Buy
+1,512
New +$226K 0.01% 733
2022
Q2 		– Sell
-1,390
Closed -$212K – 920
2022
Q1 		$212K Sell
1,390
-23
-2% -$3.76K 0.01% 804
2021
Q4 		$285K Sell
1,413
-6,864
-83% -$1.29M 0.01% 750
2021
Q3 		$1.43M Buy
8,277
+6,911
+506% +$1.33M 0.07% 287
2021
Q2 		$254K Hold
1,366
– – 0.01% 752
2021
Q1 		$226K Buy
+1,366
New +$211K 0.01% 732

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

Kingsview Wealth Management's TT Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Trane Technologies (TT) stake by 3.3% in Q1 2026, selling an estimated $63.3K and leaving 4,303 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #532.

Kingsview Wealth Management first reported a position in TT in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.84M in Q2 2025. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Kingsview Wealth Management held 4,303 shares of Trane Technologies worth $1.79M as of Q1 2026.
  • Kingsview Wealth Management sold 149 Trane Technologies shares in Q1 2026, an estimated $63.3K.
  • Trane Technologies made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #532 holding.
  • Kingsview Wealth Management first reported a position in Trane Technologies in Q1 2021 and has held it in 20 quarters since.
  • Kingsview Wealth Management's Trane Technologies position peaked at $1.84M in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.