Roberts Wealth Advisors
TT icon

Roberts Wealth Advisors’s Trane Technologies TT Stock Holding History

Roberts Wealth Advisors’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 		$9.2M Sell
20,353
-651
-3% -$299K 2.07% 13
2026
Q2 		$10.3M Sell
21,004
-780
-4% -$365K 2.34% 11
2026
Q1 		$9.08M Buy
21,784
+973
+5% +$413K 2.3% 11
2025
Q4 		$8.1M Sell
20,811
-1,346
-6% -$557K 2.11% 12
2025
Q3 		$9.35M Sell
22,157
-18
-0.1% -$7.69K 2.49% 10
2025
Q2 		$9.7M Sell
22,175
-3,008
-12% -$1.19M 2.79% 9
2025
Q1 		$8.48M Sell
25,183
-190
-0.7% -$68.7K 2.62% 8
2024
Q4 		$9.8M Sell
25,373
-505
-2% -$200K 2.97% 8
2024
Q3 		$10.3M Buy
25,878
+32
+0.1% +$11.1K 3.32% 7
2024
Q2 		$8.63M Sell
25,846
-334
-1% -$106K 2.94% 7
2024
Q1 		$7.69M Sell
26,180
-1,452
-5% -$394K 2.88% 7
2023
Q4 		$20.4M Sell
27,632
-506
-2% -$111K 3.17% 8
2023
Q3 		$5.86M Buy
28,138
+311
+1% +$62.3K 2.57% 8
2023
Q2 		$5.32M Sell
27,827
-945
-3% -$168K 2.34% 10
2023
Q1 		$5M Buy
28,772
+240
+0.8% +$43.6K 2.29% 9
2022
Q4 		$4.89M Buy
28,532
+270
+1% +$44.6K 2.36% 10
2022
Q3 		$4.28M Buy
28,262
+647
+2% +$96.7K 2.11% 11
2022
Q2 		$3.62M Buy
27,615
+889
+3% +$123K 1.58% 16
2022
Q1 		$4.14M Buy
26,726
+101
+0.4% +$16.5K 1.62% 18
2021
Q4 		$5.19M Buy
26,625
+304
+1% +$57.2K 1.87% 14
2021
Q3 		$4.54M Buy
+26,321
New +$5.06M 1.8% 13

Other funds holding TT

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Roberts Wealth Advisors's TT Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its Trane Technologies (TT) stake by 3.1% in Q3 2026, selling an estimated $299K and leaving 20,353 shares worth $9.2M. The position accounts for 2.07% of the portfolio, ranked #13.

Roberts Wealth Advisors first reported a position in TT in Q3 2021 and has held it in 21 quarters since. The position peaked at $20.4M in Q4 2023. 488 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Roberts Wealth Advisors held 20,353 shares of Trane Technologies worth $9.2M as of Q3 2026.
  • Roberts Wealth Advisors sold 651 Trane Technologies shares in Q3 2026, an estimated $299K.
  • Trane Technologies made up 2.07% of Roberts Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Roberts Wealth Advisors first reported a position in Trane Technologies in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's Trane Technologies position peaked at $20.4M in Q4 2023.
  • 488 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.