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Triad Wealth Partners’s Trane Technologies TT Stock Holding History

Triad Wealth Partners’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 		$306K Buy
+663
New +$310K 0.02% 441
2024
Q3 		– Sell
-118
Closed -$38.8K – 839
2024
Q2 		$38.8K Buy
+118
New +$37.5K 0.02% 263

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

Triad Wealth Partners's TT Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Trane Technologies (TT) in Q2 2026: 663 shares worth $306K. The stake represents 0.02% of the portfolio and ranks #441 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in TT as recently as Q2 2024.

Triad Wealth Partners first reported a position in TT in Q2 2024 and has held it in 2 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Triad Wealth Partners held 663 shares of Trane Technologies worth $306K as of Q2 2026.
  • Trane Technologies was a new Triad Wealth Partners position in Q2 2026.
  • Trane Technologies made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #441 holding.
  • Triad Wealth Partners first reported a position in Trane Technologies in Q2 2024 and has held it in 2 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.