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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
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 		$9.78M 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

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

Roberts Wealth Advisors's TT Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Trane Technologies (TT) stake by 4.7% in Q1 2026, buying an estimated $413K and bringing the position to 21,784 shares worth $9.08M. The position accounts for 2.3% of the portfolio, ranked #11.

Roberts Wealth Advisors first reported a position in TT in Q3 2021 and has held it in 19 quarters since. The position peaked at $20.4M in Q4 2023. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Roberts Wealth Advisors held 21,784 shares of Trane Technologies worth $9.08M as of Q1 2026.
  • Roberts Wealth Advisors bought 973 Trane Technologies shares in Q1 2026, an estimated $413K.
  • Trane Technologies made up 2.3% of Roberts Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Roberts Wealth Advisors first reported a position in Trane Technologies in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Trane Technologies position peaked at $20.4M in Q4 2023.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.