Peterson Wealth Services
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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
Q3 		$789K Buy
1,746
+66
+4% +$30.3K 0.17% 86
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% +$3.2K 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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Peterson Wealth Services's TT Position: Q3 2026 in Review

Peterson Wealth Services increased its Trane Technologies (TT) stake by 3.9% in Q3 2026, buying an estimated $30.3K and bringing the position to 1,746 shares worth $789K. The position accounts for 0.17% of the portfolio, ranked #86.

Peterson Wealth Services first reported a position in TT in Q4 2021 and has held it in 18 quarters since. The position peaked at $825K in Q2 2026. 1,392 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Peterson Wealth Services held 1,746 shares of Trane Technologies worth $789K as of Q3 2026.
  • Peterson Wealth Services bought 66 Trane Technologies shares in Q3 2026, an estimated $30.3K.
  • Trane Technologies made up 0.17% of Peterson Wealth Services's portfolio in Q3 2026, its #86 holding.
  • Peterson Wealth Services first reported a position in Trane Technologies in Q4 2021 and has held it in 18 quarters since.
  • Peterson Wealth Services's Trane Technologies position peaked at $825K in Q2 2026.
  • 1,392 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.