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LWM Advisory Services’s Trane Technologies TT Stock Holding History

LWM Advisory Services’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
-640
Closed -$249K – 86
2025
Q4 		$249K Sell
640
-10
-2% -$4.14K 0.15% 75
2025
Q3 		$276K Sell
650
-10
-2% -$4.27K 0.16% 81
2025
Q2 		$289K Sell
660
-200
-23% -$78.9K 0.2% 82
2025
Q1 		$294K Buy
860
+20
+2% +$7.23K 0.2% 83
2024
Q4 		$314K Hold
840
– – 0.22% 76
2024
Q3 		$327K Sell
840
-340
-29% -$118K 0.24% 74
2024
Q2 		$228K Buy
1,180
+340
+40% +$108K 0.19% 74
2024
Q1 		$252K Hold
840
– – 0.2% 80
2023
Q4 		$205K Buy
+840
New +$184K 0.18% 78

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

LWM Advisory Services's TT Position: Q1 2026 in Review

LWM Advisory Services sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 640 shares — an estimated $249K sold.

LWM Advisory Services first reported a position in TT in Q4 2023 and held it in 9 quarters. The position peaked at $327K in Q3 2024. 1,755 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • LWM Advisory Services reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
  • LWM Advisory Services sold 640 Trane Technologies shares in Q1 2026, an estimated $249K.
  • LWM Advisory Services first reported a position in Trane Technologies in Q4 2023 and held it in 9 quarters.
  • LWM Advisory Services's Trane Technologies position peaked at $327K in Q3 2024.
  • 1,755 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.