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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
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 		$9.78M 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 $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

Roberts Wealth Advisors's TT Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Trane Technologies (TT) stake by 3.6% in Q2 2026, selling an estimated $365K and leaving 21,004 shares worth $10.3M. The position accounts for 2.34% of the portfolio, ranked #11.

Roberts Wealth Advisors first reported a position in TT in Q3 2021 and has held it in 20 quarters since. The position peaked at $20.4M in Q4 2023. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Roberts Wealth Advisors held 21,004 shares of Trane Technologies worth $10.3M as of Q2 2026.
  • Roberts Wealth Advisors sold 780 Trane Technologies shares in Q2 2026, an estimated $365K.
  • Trane Technologies made up 2.34% of Roberts Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Roberts Wealth Advisors first reported a position in Trane Technologies in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's Trane Technologies position peaked at $20.4M in Q4 2023.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.