TAFW
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Tred Avon Family Wealth’s Trane Technologies TT Stock Holding History

Tred Avon Family Wealth’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
Q1 		$1.52M Buy
3,658
+33
+0.9% +$14K 0.51% 47
2025
Q4 		$1.41M Hold
3,625
– – 0.46% 50
2025
Q3 		$1.53M Buy
+3,625
New +$1.55M 0.53% 45

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tred Avon Family Wealth's TT Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Trane Technologies (TT) stake by 0.91% in Q1 2026, buying an estimated $14K and bringing the position to 3,658 shares worth $1.52M. The position accounts for 0.51% of the portfolio, ranked #47.

Tred Avon Family Wealth first reported a position in TT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q3 2025. 1,747 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Tred Avon Family Wealth held 3,658 shares of Trane Technologies worth $1.52M as of Q1 2026.
  • Tred Avon Family Wealth bought 33 Trane Technologies shares in Q1 2026, an estimated $14K.
  • Trane Technologies made up 0.51% of Tred Avon Family Wealth's portfolio in Q1 2026, its #47 holding.
  • Tred Avon Family Wealth first reported a position in Trane Technologies in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Trane Technologies position peaked at $1.53M in Q3 2025.
  • 1,747 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.