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MorganRosel Wealth Management’s Trane Technologies TT Stock Holding History

MorganRosel 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 		$572K Buy
1,165
+308
+36% +$144K 0.19% 81
2026
Q1 		$357K Sell
857
-1,407
-62% -$597K 0.14% 88
2025
Q4 		$881K Sell
2,264
-699
-24% -$289K 0.22% 66
2025
Q3 		$1.25M Buy
2,963
+193
+7% +$82.5K 0.32% 49
2025
Q2 		$1.21M Sell
2,770
-1,207
-30% -$476K 0.33% 48
2025
Q1 		$1.34M Buy
3,977
+282
+8% +$102K 0.41% 44
2024
Q4 		$1.36M Buy
3,695
+98
+3% +$38.9K 0.45% 40
2024
Q3 		$1.4M Buy
+3,597
New +$1.25M 0.46% 39
2021
Q4 		– Sell
-3,821
Closed -$660K – 91
2021
Q3 		$660K Sell
3,821
-136
-3% -$26.2K 0.36% 56
2021
Q2 		$729K Sell
3,957
-145
-4% -$25.8K 0.41% 50
2021
Q1 		$679K Buy
4,102
+84
+2% +$13K 0.43% 52
2020
Q4 		$583K Buy
4,018
+62
+2% +$8.56K 0.41% 50
2020
Q3 		$480K Sell
3,956
-1,625
-29% -$182K 0.39% 56
2020
Q2 		$497K Sell
5,581
-303
-5% -$26.4K 0.46% 48
2020
Q1 		$486K Sell
5,884
-323
-5% -$39.2K 0.55% 43
2019
Q4 		$825K Sell
6,207
-491
-7% -$62.2K 0.63% 29
2019
Q3 		$825K Sell
6,698
-271
-4% -$33.1K 0.68% 27
2019
Q2 		$883K Sell
6,969
-194
-3% -$23.2K 0.73% 27
2019
Q1 		$773K Buy
7,163
+91
+1% +$9.22K 0.66% 35
2018
Q4 		$645K Buy
+7,072
New +$695K 0.67% 38

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

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

MorganRosel Wealth Management increased its Trane Technologies (TT) stake by 36% in Q2 2026, buying an estimated $144K and bringing the position to 1,165 shares worth $572K. The position accounts for 0.19% of the portfolio, ranked #81.

MorganRosel Wealth Management first reported a position in TT in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.4M in Q3 2024. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • MorganRosel Wealth Management held 1,165 shares of Trane Technologies worth $572K as of Q2 2026.
  • MorganRosel Wealth Management bought 308 Trane Technologies shares in Q2 2026, an estimated $144K.
  • Trane Technologies made up 0.19% of MorganRosel Wealth Management's portfolio in Q2 2026, its #81 holding.
  • MorganRosel Wealth Management first reported a position in Trane Technologies in Q4 2018 and has held it in 20 quarters since.
  • MorganRosel Wealth Management's Trane Technologies position peaked at $1.4M in Q3 2024.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

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