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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
Q2 		$2.3M Sell
4,691
-525
-10% -$246K 0.04% 381
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's TT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Trane Technologies (TT) stake by 10% in Q2 2026, selling an estimated $246K and leaving 4,691 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #381.

Mount Yale Investment Advisors first reported a position in TT in Q1 2018 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Mount Yale Investment Advisors held 4,691 shares of Trane Technologies worth $2.3M as of Q2 2026.
  • Mount Yale Investment Advisors sold 525 Trane Technologies shares in Q2 2026, an estimated $246K.
  • Trane Technologies made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #381 holding.
  • Mount Yale Investment Advisors first reported a position in Trane Technologies in Q1 2018 and has held it in 7 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.