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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
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

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

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

Lyell Wealth Management held its Trane Technologies (TT) position steady in Q2 2026 at 980 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #168.

Lyell Wealth Management first reported a position in TT in Q2 2021 and has held it in 12 quarters since. 1,823 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Lyell Wealth Management held 980 shares of Trane Technologies worth $481K as of Q2 2026.
  • Lyell Wealth Management left its Trane Technologies share count unchanged in Q2 2026.
  • Trane Technologies made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Lyell Wealth Management first reported a position in Trane Technologies in Q2 2021 and has held it in 12 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.