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Oak Harbor Wealth Partners’s Trane Technologies TT Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-1,363
Closed -$568K – 287
2026
Q1 		$568K Sell
1,363
-60
-4% -$25.5K 0.13% 132
2025
Q4 		$554K Sell
1,423
-9
-0.6% -$3.72K 0.13% 131
2025
Q3 		$604K Sell
1,432
-21
-1% -$8.97K 0.15% 117
2025
Q2 		$636K Buy
1,453
+110
+8% +$43.4K 0.17% 110
2025
Q1 		$452K Sell
1,343
-1,115
-45% -$403K 0.13% 128
2024
Q4 		$908K Sell
2,458
-125
-5% -$49.6K 0.26% 82
2024
Q3 		$1M Sell
2,583
-387
-13% -$134K 0.29% 85
2024
Q2 		$977K Sell
2,970
-42
-1% -$13.4K 0.31% 77
2024
Q1 		$904K Sell
3,012
-23
-0.8% -$6.24K 0.28% 80
2023
Q4 		$740K Sell
3,035
-684
-18% -$150K 0.25% 84
2023
Q3 		$755K Buy
3,719
+208
+6% +$41.7K 0.27% 82
2023
Q2 		$672K Sell
3,511
-12
-0.3% -$2.13K 0.23% 90
2023
Q1 		$648K Sell
3,523
-72
-2% -$13.1K 0.24% 89
2022
Q4 		$604K Buy
3,595
+128
+4% +$21.1K 0.23% 84
2022
Q3 		$502K Buy
3,467
+197
+6% +$29.4K 0.2% 93
2022
Q2 		$425K Buy
3,270
+645
+25% +$89.2K 0.17% 105
2022
Q1 		$401K Buy
2,625
+625
+31% +$102K 0.13% 113
2021
Q4 		$404K Buy
+2,000
New +$376K 0.14% 111

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

Oak Harbor Wealth Partners's TT Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Trane Technologies (TT) in Q2 2026, closing a stake of 1,363 shares — an estimated $568K sold.

Oak Harbor Wealth Partners first reported a position in TT in Q4 2021 and held it in 18 quarters. The position peaked at $1M in Q3 2024. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Trane Technologies position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,363 Trane Technologies shares in Q2 2026, an estimated $568K.
  • Oak Harbor Wealth Partners first reported a position in Trane Technologies in Q4 2021 and held it in 18 quarters.
  • Oak Harbor Wealth Partners's Trane Technologies position peaked at $1M in Q3 2024.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.