Tobias Financial Advisors’s Trane Technologies TT Stock Holding History

Tobias Financial 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	$392K	Buy	798 +1	+0.1%	+$468	0.05%	100
2026 Q1	$332K	Sell	797 -56	-7%	-$23.8K	0.05%	104
2025 Q4	$332K	Sell	853 -97	-10%	-$40.1K	0.05%	106
2025 Q3	$401K	Buy	950 +134	+16%	+$57.3K	0.06%	92
2025 Q2	$357K	Hold	816	–	–	0.06%	91
2025 Q1	$275K	Buy	816 +4	+0.5%	+$1.45K	0.05%	91
2024 Q4	$300K	Sell	812 -78	-9%	-$31K	0.06%	89
2024 Q3	$346K	Sell	890 -11	-1%	-$3.82K	0.07%	79
2024 Q2	$296K	Buy	901 +23	+3%	+$7.32K	0.06%	82
2024 Q1	$264K	Buy	878 +2	+0.2%	+$543	0.06%	82
2023 Q4	$214K	Buy	+876	New	+$192K	0.05%	88
2020 Q1	–	Sell	-580	Closed	-$77K	–	267
2019 Q4	$77K	Buy	+580	New	+$73.5K	0.05%	79

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 $3.38T AUM 44.17% 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

Tobias Financial Advisors's TT Position: Q2 2026 in Review

Tobias Financial Advisors increased its Trane Technologies (TT) stake by 0.13% in Q2 2026, buying an estimated $468 and bringing the position to 798 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #100.

Tobias Financial Advisors first reported a position in TT in Q4 2019 and has held it in 12 quarters since. The position peaked at $401K in Q3 2025. 1,824 funds tracked by Wall St. Rank hold TT as of Q2 2026.

Tobias Financial Advisors held 798 shares of Trane Technologies worth $392K as of Q2 2026.
Tobias Financial Advisors bought 1 Trane Technologies share in Q2 2026, an estimated $468.
Trane Technologies made up 0.05% of Tobias Financial Advisors's portfolio in Q2 2026, its #100 holding.
Tobias Financial Advisors first reported a position in Trane Technologies in Q4 2019 and has held it in 12 quarters since.
Tobias Financial Advisors's Trane Technologies position peaked at $401K in Q3 2025.
1,824 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.