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Peterson Wealth Services’s Trane Technologies TT Stock Holding History

Peterson Wealth Services’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 		$825K Sell
1,680
-30
-2% -$14K 0.18% 84
2026
Q1 		$713K Sell
1,710
-178
-9% -$75.6K 0.18% 79
2025
Q4 		$735K Sell
1,888
-1,472
-44% -$609K 0.19% 75
2025
Q3 		$798K Buy
3,360
+1,516
+82% +$648K 0.2% 76
2025
Q2 		$807K Buy
1,844
+5
+0.3% +$1.97K 0.22% 69
2025
Q1 		$620K Sell
1,839
-18
-1% -$6.5K 0.19% 72
2024
Q4 		$686K Buy
1,857
+118
+7% +$46.8K 0.21% 82
2024
Q3 		$676K Buy
1,739
+96
+6% +$33.3K 0.22% 82
2024
Q2 		$540K Sell
1,643
-7
-0.4% -$2.23K 0.19% 86
2024
Q1 		$495K Buy
1,650
+45
+3% +$12.2K 0.18% 89
2023
Q4 		$391K Buy
+1,605
New +$351K 0.17% 68
2023
Q3 		– Sell
-1,511
Closed -$289K – 87
2023
Q2 		$289K Buy
1,511
+18
+1% +$3.19K 0.14% 78
2023
Q1 		$275K Sell
1,493
-149
-9% -$27K 0.14% 78
2022
Q4 		$276K Sell
1,642
-20
-1% -$3.3K 0.16% 73
2022
Q3 		$241K Buy
+1,662
New +$248K 0.17% 79
2022
Q2 		– Sell
-1,431
Closed -$219K – 91
2022
Q1 		$219K Buy
1,431
+253
+21% +$41.4K 0.13% 86
2021
Q4 		$238K Buy
+1,178
New +$222K 0.16% 82

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

Peterson Wealth Services's TT Position: Q2 2026 in Review

Peterson Wealth Services reduced its Trane Technologies (TT) stake by 1.8% in Q2 2026, selling an estimated $14K and leaving 1,680 shares worth $825K. The position accounts for 0.18% of the portfolio, ranked #84.

Peterson Wealth Services first reported a position in TT in Q4 2021 and has held it in 17 quarters since. 1,823 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Peterson Wealth Services held 1,680 shares of Trane Technologies worth $825K as of Q2 2026.
  • Peterson Wealth Services sold 30 Trane Technologies shares in Q2 2026, an estimated $14K.
  • Trane Technologies made up 0.18% of Peterson Wealth Services's portfolio in Q2 2026, its #84 holding.
  • Peterson Wealth Services first reported a position in Trane Technologies in Q4 2021 and has held it in 17 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.