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SFMG Wealth Advisors’s Trane Technologies TT Stock Holding History

SFMG 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 		$1.19M Buy
2,428
+18
+0.7% +$8.42K 0.07% 112
2026
Q1 		$1M Sell
2,410
-10
-0.4% -$4.25K 0.07% 114
2025
Q4 		$942K Buy
2,420
+9
+0.4% +$3.72K 0.06% 110
2025
Q3 		$1.02M Hold
2,411
– – 0.07% 108
2025
Q2 		$1.05M Buy
2,411
+71
+3% +$28K 0.08% 98
2025
Q1 		$788K Sell
2,340
-112
-5% -$40.5K 0.06% 114
2024
Q4 		$906K Buy
2,452
+11
+0.5% +$4.37K 0.07% 103
2024
Q3 		$949K Buy
2,441
+36
+1% +$12.5K 0.08% 97
2024
Q2 		$791K Buy
2,405
+20
+0.8% +$6.36K 0.07% 103
2024
Q1 		$716K Sell
2,385
-28
-1% -$7.6K 0.06% 112
2023
Q4 		$589K Buy
2,413
+5
+0.2% +$1.09K 0.05% 118
2023
Q3 		$489K Buy
2,408
+232
+11% +$46.5K 0.05% 132
2023
Q2 		$416K Sell
2,176
-7
-0.3% -$1.24K 0.04% 143
2023
Q1 		$402K Hold
2,183
– – 0.04% 153
2022
Q4 		$367K Hold
2,183
– – 0.04% 161
2022
Q3 		$316K Buy
2,183
+65
+3% +$9.71K 0.04% 166
2022
Q2 		$275K Buy
2,118
+306
+17% +$42.3K 0.03% 191
2022
Q1 		$277K Sell
1,812
-280
-13% -$45.8K 0.03% 213
2021
Q4 		$423K Buy
2,092
+340
+19% +$64K 0.04% 167
2021
Q3 		$302K Sell
1,752
-86
-5% -$16.5K 0.03% 193
2021
Q2 		$338K Hold
1,838
– – 0.04% 184
2021
Q1 		$304K Sell
1,838
-50
-3% -$7.74K 0.04% 184
2020
Q4 		$274K Buy
+1,888
New +$261K 0.03% 175

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

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

SFMG Wealth Advisors increased its Trane Technologies (TT) stake by 0.75% in Q2 2026, buying an estimated $8.42K and bringing the position to 2,428 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #112.

SFMG Wealth Advisors first reported a position in TT in Q4 2020 and has held it in 23 quarters since. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • SFMG Wealth Advisors held 2,428 shares of Trane Technologies worth $1.19M as of Q2 2026.
  • SFMG Wealth Advisors bought 18 Trane Technologies shares in Q2 2026, an estimated $8.42K.
  • Trane Technologies made up 0.07% of SFMG Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • SFMG Wealth Advisors first reported a position in Trane Technologies in Q4 2020 and has held it in 23 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.