UAG
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United Advisor Group’s Trane Technologies TT Stock Holding History

United Advisor Group’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 		$264K Sell
538
-141
-21% -$65.9K 0.03% 452
2026
Q1 		$283K Buy
679
+30
+5% +$12.7K 0.03% 407
2025
Q4 		$253K Sell
649
-53
-8% -$21.9K 0.03% 419
2025
Q3 		$296K Sell
702
-129
-16% -$55.1K 0.04% 357
2025
Q2 		$363K Buy
+831
New +$328K 0.06% 281

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

United Advisor Group's TT Position: Q2 2026 in Review

United Advisor Group reduced its Trane Technologies (TT) stake by 21% in Q2 2026, selling an estimated $65.9K and leaving 538 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #452.

United Advisor Group first reported a position in TT in Q2 2025 and has held it in 5 quarters since. The position peaked at $363K in Q2 2025. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • United Advisor Group held 538 shares of Trane Technologies worth $264K as of Q2 2026.
  • United Advisor Group sold 141 Trane Technologies shares in Q2 2026, an estimated $65.9K.
  • Trane Technologies made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #452 holding.
  • United Advisor Group first reported a position in Trane Technologies in Q2 2025 and has held it in 5 quarters since.
  • United Advisor Group's Trane Technologies position peaked at $363K in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.