Lyell Wealth Management’s Trane Technologies TT Stock Holding History

Lyell 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 Q3	$443K	Hold	980	–	–	0.03%	176
2026 Q2	$481K	Hold	980	–	–	0.03%	168
2026 Q1	$408K	Buy	980 +50	+5%	+$21.2K	0.03%	165
2025 Q4	$362K	Buy	930 +87	+10%	+$36K	0.03%	170
2025 Q3	$356K	Hold	843	–	–	0.03%	166
2025 Q2	$369K	Hold	843	–	–	0.03%	165
2025 Q1	$284K	Sell	843 -15	-2%	-$5.42K	0.03%	173
2024 Q4	$317K	Hold	858	–	–	0.03%	165
2024 Q3	$334K	Sell	858 -2	-0.2%	-$694	0.03%	171
2024 Q2	$283K	Buy	860 +2	+0.2%	+$636	0.03%	176
2024 Q1	$258K	Buy	858 +15	+2%	+$4.07K	0.03%	176
2023 Q4	$206K	Buy	+843	New	+$184K	0.02%	190
2021 Q3	–	Sell	-1,318	Closed	-$243K	–	189
2021 Q2	$243K	Buy	+1,318	New	+$235K	0.03%	171

Other funds holding TT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lyell Wealth Management's TT Position: Q3 2026 in Review

Lyell Wealth Management held its Trane Technologies (TT) position steady in Q3 2026 at 980 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #176.

Lyell Wealth Management first reported a position in TT in Q2 2021 and has held it in 13 quarters since. The position peaked at $481K in Q2 2026. 1,176 funds tracked by Wall St. Rank hold TT as of Q3 2026.

Lyell Wealth Management held 980 shares of Trane Technologies worth $443K as of Q3 2026.
Lyell Wealth Management left its Trane Technologies share count unchanged in Q3 2026.
Trane Technologies made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #176 holding.
Lyell Wealth Management first reported a position in Trane Technologies in Q2 2021 and has held it in 13 quarters since.
Lyell Wealth Management's Trane Technologies position peaked at $481K in Q2 2026.
1,176 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.