TSWM
TT icon

Triangle Securities Wealth Management’s Trane Technologies TT Stock Holding History

Triangle Securities Wealth Management’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 		$286K Hold
583
– – 0.06% 192
2026
Q1 		$243K Sell
583
-583
-50% -$248K 0.06% 192
2025
Q4 		$473K Buy
1,166
+583
+100% +$241K 0.1% 164
2025
Q3 		$246K Sell
583
-312
-35% -$133K 0.06% 196
2025
Q2 		$391K Hold
895
– – 0.1% 168
2025
Q1 		$302K Hold
895
– – 0.08% 182
2024
Q4 		$331K Hold
895
– – 0.08% 178
2024
Q3 		$348K Hold
895
– – 0.09% 180
2024
Q2 		$294K Sell
895
-60
-6% -$19.1K 0.08% 180
2024
Q1 		$287K Hold
955
– – 0.08% 182
2023
Q4 		$233K Buy
+955
New +$209K 0.07% 187
2022
Q1 		– Sell
-1,245
Closed -$252K – 180
2021
Q4 		$252K Hold
1,245
– – 0.08% 166
2021
Q3 		$215K Hold
1,245
– – 0.07% 171
2021
Q2 		$229K Hold
1,245
– – 0.08% 168
2021
Q1 		$206K Buy
+1,245
New +$193K 0.07% 167
2013
Q3 		– Sell
-1,778
Closed -$79K – 359
2013
Q2 		$79K Buy
+1,778
New +$79K 0.06% 194

Other funds holding TT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RIG
Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return