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Mount Yale Investment Advisors’s Trane Technologies TT Stock Holding History

Mount Yale 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 		$2.17M Buy
5,216
+1,887
+57% +$801K 0.05% 348
2025
Q4 		$1.3M Buy
3,329
+247
+8% +$102K 0.06% 269
2025
Q3 		$1.3M Buy
+3,082
New +$1.32M 0.09% 235
2018
Q4 		– Sell
-952
Closed -$98K – 753
2018
Q3 		$98K Sell
952
-71
-7% -$6.94K 0.02% 452
2018
Q2 		$92K Buy
1,023
+538
+111% +$47.2K 0.02% 490
2018
Q1 		$41K Buy
+485
New +$43.5K 0.01% 655

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's TT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Trane Technologies (TT) stake by 57% in Q1 2026, buying an estimated $801K and bringing the position to 5,216 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #348.

Mount Yale Investment Advisors first reported a position in TT in Q1 2018 and has held it in 6 quarters since. 1,748 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Mount Yale Investment Advisors held 5,216 shares of Trane Technologies worth $2.17M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,887 Trane Technologies shares in Q1 2026, an estimated $801K.
  • Trane Technologies made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #348 holding.
  • Mount Yale Investment Advisors first reported a position in Trane Technologies in Q1 2018 and has held it in 6 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.