SageView Advisory Group’s Trane Technologies TT Stock Holding History

SageView Advisory 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	$2.91M	Sell	5,931 -2,146	-27%	-$1M	0.1%	126
2026 Q1	$3.37M	Sell	8,077 -212	-3%	-$90K	0.12%	96
2025 Q4	$3.23M	Sell	8,289 -1,178	-12%	-$487K	0.11%	112
2025 Q3	$3.99M	Sell	9,467 -303	-3%	-$129K	0.14%	99
2025 Q2	$4.62M	Sell	9,770 -196	-2%	-$77.3K	0.17%	64
2025 Q1	$3.36M	Sell	9,966 -173	-2%	-$62.5K	0.14%	82
2024 Q4	$3.74M	Buy	10,139 +2,058	+25%	+$817K	0.16%	75
2024 Q3	$3.14M	Sell	8,081 -1,343	-14%	-$466K	0.16%	78
2024 Q2	$3.1M	Buy	+9,424	New	+$3M	0.14%	89
2024 Q1	–	Sell	-8,670	Closed	-$2.23M	–	799
2023 Q4	$2.23M	Buy	8,670 +2,024	+30%	+$443K	0.1%	124
2023 Q3	$1.35M	Buy	6,646 +1,076	+19%	+$216K	0.08%	171
2023 Q2	$1.07M	Sell	5,570 -73	-1%	-$13K	0.06%	216
2023 Q1	$1.04M	Buy	+5,643	New	+$1.02M	0.07%	199

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

SageView Advisory Group's TT Position: Q2 2026 in Review

SageView Advisory Group reduced its Trane Technologies (TT) stake by 27% in Q2 2026, selling an estimated $1M and leaving 5,931 shares worth $2.91M. The position accounts for 0.1% of the portfolio, ranked #126.

SageView Advisory Group first reported a position in TT in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.62M in Q2 2025. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

SageView Advisory Group held 5,931 shares of Trane Technologies worth $2.91M as of Q2 2026.
SageView Advisory Group sold 2,146 Trane Technologies shares in Q2 2026, an estimated $1M.
Trane Technologies made up 0.1% of SageView Advisory Group's portfolio in Q2 2026, its #126 holding.
SageView Advisory Group first reported a position in Trane Technologies in Q1 2023 and has held it in 13 quarters since.
SageView Advisory Group's Trane Technologies position peaked at $4.62M in Q2 2025.
1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.