ShankerValleau Wealth Advisors’s Trane Technologies TT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$257K Hold
523
0.07% 37
2026
Q1
$218K Hold
523
0.06% 39
2025
Q4
$204K Hold
523
0.06% 39
2025
Q3
$221K Sell
523
-2
-0.4% -$855 0.06% 39
2025
Q2
$230K Buy
+525
New +$207K 0.07% 36
2024
Q4
Sell
-525
Closed -$204K 39
2024
Q3
$204K Buy
+525
New +$182K 0.07% 30

Other funds holding TT

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

ShankerValleau Wealth Advisors held its Trane Technologies (TT) position steady in Q2 2026 at 523 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #37.

ShankerValleau Wealth Advisors first reported a position in TT in Q3 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • ShankerValleau Wealth Advisors held 523 shares of Trane Technologies worth $257K as of Q2 2026.
  • ShankerValleau Wealth Advisors left its Trane Technologies share count unchanged in Q2 2026.
  • Trane Technologies made up 0.07% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • ShankerValleau Wealth Advisors first reported a position in Trane Technologies in Q3 2024 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.