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Perigon Wealth Management’s Trane Technologies TT Stock Holding History

Perigon Wealth 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
Q1 		$1.57M Buy
3,775
+967
+34% +$411K 0.03% 421
2025
Q4 		$1.09M Buy
2,808
+413
+17% +$171K 0.02% 514
2025
Q3 		$1.01M Sell
2,395
-107
-4% -$45.7K 0.02% 501
2025
Q2 		$1.09M Buy
2,502
+457
+22% +$180K 0.03% 441
2025
Q1 		$689K Buy
2,045
+123
+6% +$44.4K 0.02% 538
2024
Q4 		$747K Buy
1,922
+243
+14% +$96.5K 0.02% 521
2024
Q3 		$653K Buy
1,679
+201
+14% +$69.7K 0.02% 541
2024
Q2 		$486K Buy
1,478
+39
+3% +$12.4K 0.01% 540
2024
Q1 		$432K Buy
1,439
+181
+14% +$49.1K 0.01% 574
2023
Q4 		$307K Buy
1,258
+13
+1% +$2.84K 0.01% 650
2023
Q3 		$253K Sell
1,245
-1,629
-57% -$326K 0.01% 652
2023
Q2 		$550K Sell
2,874
-41
-1% -$7.28K 0.02% 436
2023
Q1 		$536K Sell
2,915
-164
-5% -$29.8K 0.03% 379
2022
Q4 		$517K Buy
3,079
+98
+3% +$16.2K 0.03% 382
2022
Q3 		$432K Buy
2,981
+91
+3% +$13.6K 0.04% 357
2022
Q2 		$375K Buy
+2,890
New +$400K 0.03% 381
2021
Q1 		– Sell
-836
Closed -$121K – 992
2020
Q4 		$121K Buy
+836
New +$115K 0.01% 505
2018
Q2 		– Sell
-106
Closed -$9K – 562
2018
Q1 		$9K Buy
106
+6
+6% +$538 ﹤0.01% 523
2017
Q4 		$9K Hold
100
– – ﹤0.01% 499
2017
Q3 		$9K Hold
100
– – ﹤0.01% 520
2017
Q2 		$9K Hold
100
– – ﹤0.01% 504
2017
Q1 		$8K Hold
100
– – ﹤0.01% 546
2016
Q4 		$8K Hold
100
– – ﹤0.01% 593
2016
Q3 		$7K Hold
100
– – ﹤0.01% 523
2016
Q2 		$6K Buy
+100
New +$6.43K ﹤0.01% 394

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Perigon Wealth Management's TT Position: Q1 2026 in Review

Perigon Wealth Management increased its Trane Technologies (TT) stake by 34% in Q1 2026, buying an estimated $411K and bringing the position to 3,775 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #421.

Perigon Wealth Management first reported a position in TT in Q2 2016 and has held it in 25 quarters since. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Perigon Wealth Management held 3,775 shares of Trane Technologies worth $1.57M as of Q1 2026.
  • Perigon Wealth Management bought 967 Trane Technologies shares in Q1 2026, an estimated $411K.
  • Trane Technologies made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #421 holding.
  • Perigon Wealth Management first reported a position in Trane Technologies in Q2 2016 and has held it in 25 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.