Palisades Hudson Asset Management’s Trane Technologies TT Stock Holding History

Palisades Hudson Asset 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	$701K	Hold	1,427	–	–	0.25%	46
2026 Q1	$594K	Hold	1,427	–	–	0.23%	50
2025 Q4	$556K	Hold	1,427	–	–	0.22%	56
2025 Q3	$602K	Hold	1,427	–	–	0.22%	52
2025 Q2	$624K	Hold	1,427	–	–	0.24%	47
2025 Q1	$481K	Hold	1,427	–	–	0.22%	53
2024 Q4	$527K	Hold	1,427	–	–	0.22%	55
2024 Q3	$554K	Hold	1,427	–	–	0.23%	55
2024 Q2	$470K	Hold	1,427	–	–	0.22%	57
2024 Q1	$428K	Hold	1,427	–	–	0.2%	60
2023 Q4	$348K	Hold	1,427	–	–	0.17%	66
2023 Q3	$289K	Hold	1,427	–	–	0.16%	72
2023 Q2	$273K	Hold	1,427	–	–	0.14%	75
2023 Q1	$263K	Hold	1,427	–	–	0.14%	78
2022 Q4	$240K	Hold	1,427	–	–	0.13%	92
2022 Q3	$207K	Buy	+1,427	New	+$213K	0.13%	95
2022 Q2	–	Sell	-1,427	Closed	-$218K	–	112
2022 Q1	$218K	Sell	1,427 -3	-0.2%	-$491	0.1%	106
2021 Q4	$289K	Buy	1,430 +30	+2%	+$5.64K	0.12%	93
2021 Q3	$242K	Hold	1,400	–	–	0.11%	101
2021 Q2	$258K	Hold	1,400	–	–	0.12%	98
2021 Q1	$232K	Hold	1,400	–	–	0.11%	99
2020 Q4	$203K	Buy	+1,400	New	+$193K	0.11%	103

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Palisades Hudson Asset Management's TT Position: Q2 2026 in Review

Palisades Hudson Asset Management held its Trane Technologies (TT) position steady in Q2 2026 at 1,427 shares worth $701K. The position accounts for 0.25% of the portfolio, ranked #46.

Palisades Hudson Asset Management first reported a position in TT in Q4 2020 and has held it in 22 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

Palisades Hudson Asset Management held 1,427 shares of Trane Technologies worth $701K as of Q2 2026.
Palisades Hudson Asset Management left its Trane Technologies share count unchanged in Q2 2026.
Trane Technologies made up 0.25% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #46 holding.
Palisades Hudson Asset Management first reported a position in Trane Technologies in Q4 2020 and has held it in 22 quarters since.
1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.