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Olistico Wealth’s Trane Technologies TT Stock Holding History

Olistico Wealth’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
Q3 		$16.7K Hold
37
– – 0.01% 231
2026
Q2 		$18.2K Hold
37
– – 0.01% 218
2026
Q1 		$15.4K Hold
37
– – 0.01% 231
2025
Q4 		$14.4K Buy
+37
New +$15.3K 0.01% 234
2025
Q3 		– Sell
-37
Closed -$16.2K – 315
2025
Q2 		$16.2K Hold
37
– – 0.01% 238
2025
Q1 		$12.5K Hold
37
– – 0.01% 238
2024
Q4 		$13.7K Hold
37
– – 0.01% 228
2024
Q3 		$14.4K Sell
37
-35
-49% -$12.1K 0.01% 228
2024
Q2 		$23.7K Buy
+72
New +$22.9K 0.02% 205
2023
Q2 		– Sell
-1,453
Closed -$267K – 117
2023
Q1 		$267K Buy
1,453
+35
+2% +$6.35K 0.26% 85
2022
Q4 		$238K Buy
+1,418
New +$234K 0.26% 86

Other funds holding TT

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Olistico Wealth's TT Position: Q3 2026 in Review

Olistico Wealth held its Trane Technologies (TT) position steady in Q3 2026 at 37 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #231.

Olistico Wealth first reported a position in TT in Q4 2022 and has held it in 11 quarters since. The position peaked at $267K in Q1 2023. 90 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Olistico Wealth held 37 shares of Trane Technologies worth $16.7K as of Q3 2026.
  • Olistico Wealth left its Trane Technologies share count unchanged in Q3 2026.
  • Trane Technologies made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #231 holding.
  • Olistico Wealth first reported a position in Trane Technologies in Q4 2022 and has held it in 11 quarters since.
  • Olistico Wealth's Trane Technologies position peaked at $267K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.