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Modera Wealth Management’s Trane Technologies TT Stock Holding History

Modera 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 		$499K Buy
1,016
+93
+10% +$43.5K 0.01% 457
2026
Q1 		$385K Sell
923
-8
-0.9% -$3.4K ﹤0.01% 486
2025
Q4 		$362K Buy
931
+15
+2% +$6.2K ﹤0.01% 513
2025
Q3 		$387K Sell
916
-94
-9% -$40.2K ﹤0.01% 495
2025
Q2 		$442K Buy
1,010
+98
+11% +$38.7K 0.01% 469
2025
Q1 		$307K Sell
912
-358
-28% -$129K ﹤0.01% 511
2024
Q4 		$469K Buy
1,270
+369
+41% +$146K 0.01% 454
2024
Q3 		$350K Hold
901
– – ﹤0.01% 465
2024
Q2 		$296K Buy
901
+2
+0.2% +$636 ﹤0.01% 479
2024
Q1 		$270K Buy
+899
New +$244K ﹤0.01% 498
2022
Q1 		– Sell
-1,514
Closed -$305K – 577
2021
Q4 		$305K Buy
+1,514
New +$285K 0.01% 410

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

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

Modera Wealth Management increased its Trane Technologies (TT) stake by 10% in Q2 2026, buying an estimated $43.5K and bringing the position to 1,016 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #457.

Modera Wealth Management first reported a position in TT in Q4 2021 and has held it in 11 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Modera Wealth Management held 1,016 shares of Trane Technologies worth $499K as of Q2 2026.
  • Modera Wealth Management bought 93 Trane Technologies shares in Q2 2026, an estimated $43.5K.
  • Trane Technologies made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #457 holding.
  • Modera Wealth Management first reported a position in Trane Technologies in Q4 2021 and has held it in 11 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.