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Kingswood Wealth Advisors’s Trane Technologies TT Stock Holding History

Kingswood 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 		$4.92M Sell
10,023
-6
-0.1% -$2.81K 0.2% 121
2026
Q1 		$4.18M Sell
10,029
-356
-3% -$151K 0.2% 120
2025
Q4 		$4.04M Buy
10,385
+267
+3% +$110K 0.2% 119
2025
Q3 		$4.27M Sell
10,118
-548
-5% -$234K 0.26% 96
2025
Q2 		$4.67M Sell
10,666
-673
-6% -$266K 0.37% 52
2025
Q1 		$3.82M Sell
11,339
-653
-5% -$236K 0.35% 63
2024
Q4 		$4.43M Sell
11,992
-947
-7% -$376K 0.33% 57
2024
Q3 		$5.03M Buy
12,939
+97
+0.8% +$33.6K 0.36% 63
2024
Q2 		$4.22M Buy
12,842
+6,482
+102% +$2.06M 0.38% 49
2024
Q1 		$1.91M Sell
6,360
-7,148
-53% -$1.94M 0.22% 108
2023
Q4 		$3.29M Buy
13,508
+1,991
+17% +$436K 0.37% 56
2023
Q3 		$2.66M Sell
11,517
-100
-0.9% -$20K 0.45% 54
2023
Q2 		$2.22M Buy
+11,617
New +$2.06M 0.71% 35

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

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

Kingswood Wealth Advisors reduced its Trane Technologies (TT) stake by 0.06% in Q2 2026, selling an estimated $2.81K and leaving 10,023 shares worth $4.92M. The position accounts for 0.2% of the portfolio, ranked #121.

Kingswood Wealth Advisors first reported a position in TT in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.03M in Q3 2024. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Kingswood Wealth Advisors held 10,023 shares of Trane Technologies worth $4.92M as of Q2 2026.
  • Kingswood Wealth Advisors sold 6 Trane Technologies shares in Q2 2026, an estimated $2.81K.
  • Trane Technologies made up 0.2% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Kingswood Wealth Advisors first reported a position in Trane Technologies in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Trane Technologies position peaked at $5.03M in Q3 2024.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.