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Liberty Wealth Management’s Trane Technologies TT Stock Holding History

Liberty 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
Q2 		$361K Hold
866
– – 0.05% 180
2026
Q1 		$361K Sell
866
-7
-0.8% -$2.97K 0.05% 180
2025
Q4 		$340K Sell
873
-24
-3% -$9.93K 0.04% 172
2025
Q3 		$379K Sell
897
-11
-1% -$4.7K 0.05% 155
2025
Q2 		$397K Buy
908
+1
+0.1% +$395 0.06% 145
2025
Q1 		$306K Buy
907
+19
+2% +$6.87K 0.06% 119
2024
Q4 		$328K Sell
888
-37
-4% -$14.7K 0.05% 155
2024
Q3 		$359K Sell
925
-18
-2% -$6.24K 0.06% 144
2024
Q2 		$310K Sell
943
-17
-2% -$5.41K 0.06% 154
2024
Q1 		$288K Sell
960
-3
-0.3% -$814 0.06% 148
2023
Q4 		$235K Sell
963
-58
-6% -$12.7K 0.05% 147
2023
Q3 		$207K Sell
1,021
-31
-3% -$6.21K 0.05% 163
2023
Q2 		$201K Buy
+1,052
New +$187K 0.05% 183
2021
Q4 		– Sell
-773
Closed -$134K – 1023
2021
Q3 		$134K Sell
773
-234
-23% -$45K 0.05% 232
2021
Q2 		$185K Buy
1,007
+251
+33% +$44.7K 0.07% 144
2021
Q1 		$108K Hold
756
– – 0.05% 170
2020
Q4 		$108K Buy
756
+18
+2% +$2.49K 0.05% 168
2020
Q3 		$89K Hold
738
– – 0.05% 172
2020
Q2 		$66K Hold
738
– – 0.05% 194
2020
Q1 		$61K Buy
738
+1
+0.1% +$121 0.05% 192
2019
Q4 		$98K Sell
737
-345
-32% -$43.7K 0.08% 159
2019
Q3 		$133K Buy
1,082
+78
+8% +$9.52K 0.13% 121
2019
Q2 		$127K Buy
1,004
+9
+0.9% +$1.08K 0.11% 143
2019
Q1 		$107K Buy
995
+28
+3% +$2.84K 0.08% 131
2018
Q4 		$88K Buy
+967
New +$95.1K 0.07% 138

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

Liberty Wealth Management's TT Position: Q2 2026 in Review

Liberty Wealth Management held its Trane Technologies (TT) position steady in Q2 2026 at 866 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #180.

Liberty Wealth Management first reported a position in TT in Q4 2018 and has held it in 25 quarters since. The position peaked at $397K in Q2 2025. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Liberty Wealth Management held 866 shares of Trane Technologies worth $361K as of Q2 2026.
  • Liberty Wealth Management left its Trane Technologies share count unchanged in Q2 2026.
  • Trane Technologies made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Liberty Wealth Management first reported a position in Trane Technologies in Q4 2018 and has held it in 25 quarters since.
  • Liberty Wealth Management's Trane Technologies position peaked at $397K in Q2 2025.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.