MWM
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Modern Wealth Management’s Trane Technologies TT Stock Holding History

Modern 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 		$1.71M Buy
3,489
+247
+8% +$116K 0.02% 412
2026
Q1 		$1.39M Buy
3,242
+49
+2% +$20.8K 0.02% 357
2025
Q4 		$1.24M Buy
3,193
+192
+6% +$79.4K 0.02% 364
2025
Q3 		$1.27M Sell
3,001
-18
-0.6% -$7.69K 0.03% 345
2025
Q2 		$1.32M Sell
3,019
-116
-4% -$45.8K 0.03% 323
2025
Q1 		$1.06M Buy
3,135
+113
+4% +$40.8K 0.03% 297
2024
Q4 		$1.12M Buy
3,022
+1,108
+58% +$440K 0.04% 244
2024
Q3 		$744K Buy
1,914
+13
+0.7% +$4.51K 0.05% 196
2024
Q2 		$625K Sell
1,901
-1,148
-38% -$365K 0.05% 191
2024
Q1 		$915K Buy
+3,049
New +$828K 0.09% 123

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

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

Modern Wealth Management increased its Trane Technologies (TT) stake by 7.6% in Q2 2026, buying an estimated $116K and bringing the position to 3,489 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #412.

Modern Wealth Management first reported a position in TT in Q1 2024 and has held it in 10 quarters since. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Modern Wealth Management held 3,489 shares of Trane Technologies worth $1.71M as of Q2 2026.
  • Modern Wealth Management bought 247 Trane Technologies shares in Q2 2026, an estimated $116K.
  • Trane Technologies made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Modern Wealth Management first reported a position in Trane Technologies in Q1 2024 and has held it in 10 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.