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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
Q3 		$276K Buy
611
+73
+14% +$33.6K 0.03% 477
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

United Advisor Group's TT Position: Q3 2026 in Review

United Advisor Group increased its Trane Technologies (TT) stake by 14% in Q3 2026, buying an estimated $33.6K and bringing the position to 611 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #477.

United Advisor Group first reported a position in TT in Q2 2025 and has held it in 6 quarters since. The position peaked at $363K in Q2 2025. 1,001 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • United Advisor Group held 611 shares of Trane Technologies worth $276K as of Q3 2026.
  • United Advisor Group bought 73 Trane Technologies shares in Q3 2026, an estimated $33.6K.
  • Trane Technologies made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #477 holding.
  • United Advisor Group first reported a position in Trane Technologies in Q2 2025 and has held it in 6 quarters since.
  • United Advisor Group's Trane Technologies position peaked at $363K in Q2 2025.
  • 1,001 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.