Sage Private Wealth Group’s Trane Technologies TT Stock Holding History

Sage Private Wealth Group’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	$647K	Sell	1,317 -30	-2%	-$14K	0.29%	39
2026 Q1	$561K	Buy	1,347 +261	+24%	+$111K	0.28%	45
2025 Q4	$423K	Sell	1,086 -438	-29%	-$181K	0.23%	59
2025 Q3	$643K	Buy	1,524 +504	+49%	+$215K	0.36%	36
2025 Q2	$446K	Buy	1,020 +138	+16%	+$54.4K	0.29%	48
2025 Q1	$297K	Buy	882 +60	+7%	+$21.7K	0.23%	69
2024 Q4	$304K	Buy	822 +95	+13%	+$37.7K	0.23%	65
2024 Q3	$283K	Buy	727 +54	+8%	+$18.7K	0.22%	74
2024 Q2	$221K	Buy	+673	New	+$214K	0.19%	81
2022 Q4	–	Sell	-248	Closed	-$36K	–	170
2022 Q3	$36K	Hold	248	–	–	0.05%	93
2022 Q2	$32K	Hold	248	–	–	0.05%	92
2022 Q1	$38K	Hold	248	–	–	0.04%	94
2021 Q4	$50K	Hold	248	–	–	0.06%	88
2021 Q3	$43K	Hold	248	–	–	0.06%	88
2021 Q2	$46K	Hold	248	–	–	0.06%	86
2021 Q1	$41K	Hold	248	–	–	0.07%	90
2020 Q4	$36K	Buy	+248	New	+$34.2K	0.1%	88

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sage Private Wealth Group's TT Position: Q2 2026 in Review

Sage Private Wealth Group reduced its Trane Technologies (TT) stake by 2.2% in Q2 2026, selling an estimated $14K and leaving 1,317 shares worth $647K. The position accounts for 0.29% of the portfolio, ranked #39.

Sage Private Wealth Group first reported a position in TT in Q4 2020 and has held it in 17 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

Sage Private Wealth Group held 1,317 shares of Trane Technologies worth $647K as of Q2 2026.
Sage Private Wealth Group sold 30 Trane Technologies shares in Q2 2026, an estimated $14K.
Trane Technologies made up 0.29% of Sage Private Wealth Group's portfolio in Q2 2026, its #39 holding.
Sage Private Wealth Group first reported a position in Trane Technologies in Q4 2020 and has held it in 17 quarters since.
1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.