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Moneta Group Investment Advisors’s Trane Technologies TT Stock Holding History

Moneta Group Investment Advisors’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 		$1.35M Sell
3,249
-249
-7% -$106K 0.01% 323
2025
Q4 		$1.36M Sell
3,498
-70
-2% -$29K 0.01% 312
2025
Q3 		$1.51M Buy
3,568
+1,430
+67% +$611K 0.01% 293
2025
Q2 		$935K Buy
2,138
+79
+4% +$31.2K 0.01% 321
2025
Q1 		$694K Buy
2,059
+63
+3% +$22.8K 0.01% 349
2024
Q4 		$737K Sell
1,996
-121
-6% -$48K 0.01% 324
2024
Q3 		$823K Buy
2,117
+159
+8% +$55.2K 0.01% 307
2024
Q2 		$644K Buy
1,958
+36
+2% +$11.4K 0.01% 339
2024
Q1 		$577K Buy
1,922
+67
+4% +$18.2K 0.01% 351
2023
Q4 		$452K Buy
1,855
+54
+3% +$11.8K 0.01% 357
2023
Q3 		$366K Sell
1,801
-10
-0.6% -$2K 0.01% 370
2023
Q2 		$346K Sell
1,811
-131
-7% -$23.3K 0.01% 403
2023
Q1 		$357K Buy
1,942
+270
+16% +$49K 0.01% 382
2022
Q4 		$300K Sell
1,672
-117
-7% -$19.3K 0.01% 374
2022
Q3 		$259K Buy
+1,789
New +$267K 0.01% 379
2022
Q2 		– Sell
-1,362
Closed -$208K – 502
2022
Q1 		$208K Buy
1,362
+16
+1% +$2.62K 0.01% 422
2021
Q4 		$272K Buy
1,346
+130
+11% +$24.5K 0.01% 395
2021
Q3 		$210K Buy
+1,216
New +$234K 0.01% 428
2018
Q2 		– Sell
-2
Closed – – 625
2018
Q1 		$0 Sell
2
-3
-60% -$269 ﹤0.01% 714
2017
Q4 		$0 Buy
+5
New +$441 ﹤0.01% 545

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

Moneta Group Investment Advisors's TT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Trane Technologies (TT) stake by 7.1% in Q1 2026, selling an estimated $106K and leaving 3,249 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #323.

Moneta Group Investment Advisors first reported a position in TT in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.51M in Q3 2025. 1,747 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Moneta Group Investment Advisors held 3,249 shares of Trane Technologies worth $1.35M as of Q1 2026.
  • Moneta Group Investment Advisors sold 249 Trane Technologies shares in Q1 2026, an estimated $106K.
  • Trane Technologies made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #323 holding.
  • Moneta Group Investment Advisors first reported a position in Trane Technologies in Q4 2017 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's Trane Technologies position peaked at $1.51M in Q3 2025.
  • 1,747 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.