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McKinley Carter Wealth Services’s Trane Technologies TT Stock Holding History

McKinley Carter Wealth 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 		$313K Buy
750
+200
+36% +$84.9K 0.02% 255
2025
Q4 		$214K Sell
550
-7
-1% -$2.9K 0.01% 309
2025
Q3 		$235K Buy
557
+7
+1% +$2.99K 0.01% 299
2025
Q2 		$241K Buy
+550
New +$217K 0.01% 286
2025
Q1 		– Sell
-567
Closed -$209K – 310
2024
Q4 		$209K Buy
567
+17
+3% +$6.75K 0.01% 286
2024
Q3 		$214K Buy
+550
New +$191K 0.01% 296
2018
Q2 		– Sell
-550
Closed -$47K – 359
2018
Q1 		$47K Buy
+550
New +$49.4K 0.02% 264

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

McKinley Carter Wealth Services's TT Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Trane Technologies (TT) stake by 36% in Q1 2026, buying an estimated $84.9K and bringing the position to 750 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #255.

McKinley Carter Wealth Services first reported a position in TT in Q1 2018 and has held it in 7 quarters since. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • McKinley Carter Wealth Services held 750 shares of Trane Technologies worth $313K as of Q1 2026.
  • McKinley Carter Wealth Services bought 200 Trane Technologies shares in Q1 2026, an estimated $84.9K.
  • Trane Technologies made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #255 holding.
  • McKinley Carter Wealth Services first reported a position in Trane Technologies in Q1 2018 and has held it in 7 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.