Mascoma Wealth Management’s Trane Technologies TT Stock Holding History

Mascoma 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	$982	Hold	2	–	–	﹤0.01%	508
2026 Q1	$833	Sell	2 -3	-60%	-$1.27K	﹤0.01%	483
2025 Q4	$1.95K	Buy	+5	New	+$2.07K	﹤0.01%	417
2023 Q1	–	Sell	-38	Closed	-$6.39K	–	626
2022 Q4	$6.39K	Sell	38 -486	-93%	-$80.2K	﹤0.01%	458
2022 Q3	$76K	Sell	524 -62	-11%	-$9.26K	0.03%	193
2022 Q2	$76K	Sell	586 -86	-13%	-$11.9K	0.03%	203
2022 Q1	$103K	Buy	672 +132	+24%	+$21.6K	0.03%	181
2021 Q4	$109K	Buy	540 +190	+54%	+$35.8K	0.04%	160
2021 Q3	$60K	Buy	+350	New	+$67.3K	0.02%	186
2021 Q2	–	Sell	-350	Closed	-$58K	–	402
2021 Q1	$58K	Buy	+350	New	+$54.2K	0.03%	196
2019 Q3	–	Sell	-350	Closed	-$44K	–	312
2019 Q2	$44K	Hold	350	–	–	0.03%	169
2019 Q1	$38K	Hold	350	–	–	0.03%	170
2018 Q4	$32K	Hold	350	–	–	0.02%	168
2018 Q3	$36K	Hold	350	–	–	0.02%	186
2018 Q2	$31K	Hold	350	–	–	0.02%	185
2018 Q1	$30K	Hold	350	–	–	0.02%	190
2017 Q4	$33K	Buy	+350	New	+$30.8K	0.02%	171

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Mascoma Wealth Management held its Trane Technologies (TT) position steady in Q2 2026 at 2 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Mascoma Wealth Management first reported a position in TT in Q4 2017 and has held it in 17 quarters since. The position peaked at $109K in Q4 2021. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

Mascoma Wealth Management held 2 shares of Trane Technologies worth $982 as of Q2 2026.
Mascoma Wealth Management left its Trane Technologies share count unchanged in Q2 2026.
Trane Technologies made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #508 holding.
Mascoma Wealth Management first reported a position in Trane Technologies in Q4 2017 and has held it in 17 quarters since.
Mascoma Wealth Management's Trane Technologies position peaked at $109K in Q4 2021.
1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.