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SOA Wealth Advisors’s Trane Technologies TT Stock Holding History

SOA 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 		$129K Buy
11,972
+11,752
+5,342% +$5.5M 0.02% 259
2026
Q1 		$91.7K Buy
220
+213
+3,043% +$90.4K 0.02% 279
2025
Q4 		$2.72K Hold
7
– – ﹤0.01% 697
2025
Q3 		$2.95K Hold
7
– – ﹤0.01% 706
2025
Q2 		$3.06K Sell
7
-24
-77% -$9.47K ﹤0.01% 683
2025
Q1 		$10.4K Hold
31
– – ﹤0.01% 554
2024
Q4 		$11.4K Hold
31
– – ﹤0.01% 534
2024
Q3 		$12.1K Hold
31
– – ﹤0.01% 520
2024
Q2 		$10.2K Sell
31
-5
-14% -$1.59K ﹤0.01% 534
2024
Q1 		$10.8K Hold
36
– – ﹤0.01% 527
2023
Q4 		$8.78K Sell
36
-97
-73% -$21.2K ﹤0.01% 543
2023
Q3 		$27K Hold
133
– – 0.01% 368
2023
Q2 		$25.4K Hold
133
– – 0.01% 392
2023
Q1 		$24.5K Hold
133
– – 0.01% 388
2022
Q4 		$22.4K Sell
133
-2
-1% -$330 0.01% 388
2022
Q3 		$19K Sell
135
-16
-11% -$2.39K 0.01% 404
2022
Q2 		$19K Sell
151
-356
-70% -$49.2K 0.01% 395
2022
Q1 		$77K Hold
507
– – 0.02% 259
2021
Q4 		$101K Hold
507
– – 0.02% 215
2021
Q3 		$87K Sell
507
-1
-0.2% -$192 0.02% 236
2021
Q2 		$93K Buy
508
+158
+45% +$28.1K 0.02% 226
2021
Q1 		$57K Sell
350
-58
-14% -$8.98K 0.02% 256
2020
Q4 		$60K Buy
+408
New +$56.3K 0.02% 240

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

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

SOA Wealth Advisors increased its Trane Technologies (TT) stake by 5,342% in Q2 2026, buying an estimated $5.5M and bringing the position to 11,972 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #259.

SOA Wealth Advisors first reported a position in TT in Q4 2020 and has held it in 23 quarters since. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • SOA Wealth Advisors held 11,972 shares of Trane Technologies worth $129K as of Q2 2026.
  • SOA Wealth Advisors bought 11,752 Trane Technologies shares in Q2 2026, an estimated $5.5M.
  • Trane Technologies made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #259 holding.
  • SOA Wealth Advisors first reported a position in Trane Technologies in Q4 2020 and has held it in 23 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.