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Laurel Wealth Advisors (North Carolina)’s Trane Technologies TT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-1
Closed -$390 – 607
2025
Q4 		$390 Buy
+1
New +$414 ﹤0.01% 670
2025
Q2 		– Sell
-1
Closed -$337 – 625
2025
Q1 		$337 Hold
1
– – ﹤0.01% 668
2024
Q4 		$370 Buy
+1
New +$397 ﹤0.01% 695

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TT Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 1 share — an estimated $390 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TT in Q4 2024 and held it in 3 quarters. The position peaked at $390 in Q4 2025. 1,755 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 Trane Technologies share in Q1 2026, an estimated $390.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Trane Technologies in Q4 2024 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Trane Technologies position peaked at $390 in Q4 2025.
  • 1,755 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.