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United Capital Financial Advisors’s Trane Technologies TT Stock Holding History

United Capital Financial Advisors’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 		$4.32M Buy
8,805
+171
+2% +$80K 0.02% 409
2026
Q1 		$3.6M Buy
8,634
+468
+6% +$199K 0.02% 433
2025
Q4 		$3.18M Buy
8,166
+917
+13% +$379K 0.02% 435
2025
Q3 		$3.06M Buy
7,249
+96
+1% +$41K 0.02% 376
2025
Q2 		$3.13M Buy
7,153
+90
+1% +$35.5K 0.03% 352
2025
Q1 		$2.38M Sell
7,063
-26
-0.4% -$9.39K 0.02% 393
2024
Q4 		$2.62M Sell
7,089
-304
-4% -$121K 0.02% 370
2024
Q3 		$2.87M Sell
7,393
-11
-0.1% -$3.82K 0.02% 349
2024
Q2 		$2.44M Sell
7,404
-269
-4% -$85.6K 0.02% 368
2024
Q1 		$2.3M Sell
7,673
-607
-7% -$165K 0.02% 401
2023
Q4 		$2.02M Buy
8,280
+5,372
+185% +$1.18M 0.02% 416
2023
Q3 		$590K Sell
2,908
-1,063
-27% -$213K ﹤0.01% 612
2023
Q2 		$759K Sell
3,971
-1,057
-21% -$188K ﹤0.01% 610
2023
Q1 		$925K Sell
5,028
-7,521
-60% -$1.37M 0.01% 600
2022
Q4 		$2.11M Buy
12,549
+3,024
+32% +$499K 0.01% 469
2022
Q3 		$1.38M Buy
9,525
+422
+5% +$63.1K 0.01% 541
2022
Q2 		$1.18M Buy
9,103
+891
+11% +$123K 0.01% 602
2022
Q1 		$1.25M Sell
8,212
-302
-4% -$49.4K 0.01% 622
2021
Q4 		$1.72M Sell
8,514
-934
-10% -$176K 0.01% 565
2021
Q3 		$1.63M Sell
9,448
-2,475
-21% -$476K 0.01% 565
2021
Q2 		$2.2M Buy
11,923
+1,076
+10% +$192K 0.01% 516
2021
Q1 		$1.8M Sell
10,847
-2,018
-16% -$312K 0.01% 527
2020
Q4 		$1.87M Buy
12,865
+7,246
+129% +$1M 0.01% 520
2020
Q3 		$681K Sell
5,619
-357
-6% -$40.1K ﹤0.01% 758
2020
Q2 		$532K Sell
5,976
-786
-12% -$68.4K ﹤0.01% 844
2020
Q1 		$559K Sell
6,762
-1,459
-18% -$177K ﹤0.01% 777
2019
Q4 		$1.09M Buy
8,221
+219
+3% +$27.8K 0.01% 743
2019
Q3 		$986K Sell
8,002
-2,609
-25% -$318K 0.01% 757
2019
Q2 		$1.34M Buy
10,611
+2,910
+38% +$348K 0.01% 721
2019
Q1 		$831K Buy
7,701
+1,115
+17% +$113K 0.01% 826
2018
Q4 		$601K Sell
6,586
-74
-1% -$7.28K ﹤0.01% 862
2018
Q3 		$681K Sell
6,660
-273
-4% -$26.7K ﹤0.01% 888
2018
Q2 		$622K Sell
6,933
-1,667
-19% -$146K ﹤0.01% 886
2018
Q1 		$735K Buy
8,600
+571
+7% +$51.2K 0.01% 853
2017
Q4 		$716K Sell
8,029
-653
-8% -$57.5K 0.01% 868
2017
Q3 		$774K Buy
8,682
+264
+3% +$23.3K 0.01% 838
2017
Q2 		$769K Sell
8,418
-338
-4% -$29.7K 0.01% 836
2017
Q1 		$712K Buy
8,756
+207
+2% +$16.4K 0.01% 831
2016
Q4 		$642K Sell
8,549
-173
-2% -$12.5K 0.01% 865
2016
Q3 		$593K Sell
8,722
-455
-5% -$30.3K 0.01% 912
2016
Q2 		$587K Buy
9,177
+2,920
+47% +$188K 0.01% 873
2016
Q1 		$388K Sell
6,257
-309
-5% -$16.9K ﹤0.01% 943
2015
Q4 		$363K Sell
6,566
-3,142
-32% -$177K ﹤0.01% 967
2015
Q3 		$493K Sell
9,708
-726
-7% -$43.4K 0.01% 898
2015
Q2 		$703K Sell
10,434
-116,423
-92% -$7.97M 0.01% 807
2015
Q1 		$8.35M Buy
126,857
+113,777
+870% +$7.52M 0.1% 250
2014
Q4 		$829K Sell
13,080
-989
-7% -$60.4K 0.01% 693
2014
Q3 		$793K Sell
14,069
-185
-1% -$11.2K 0.01% 674
2014
Q2 		$891K Buy
14,254
+432
+3% +$25.7K 0.02% 580
2014
Q1 		$791K Buy
+13,822
New +$824K 0.02% 532

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 Capital Financial Advisors's TT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Trane Technologies (TT) stake by 2% in Q2 2026, buying an estimated $80K and bringing the position to 8,805 shares worth $4.32M. The position accounts for 0.02% of the portfolio, ranked #409.

United Capital Financial Advisors first reported a position in TT in Q1 2014 and has held it in 50 quarters since. The position peaked at $8.35M in Q1 2015. 1,814 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • United Capital Financial Advisors held 8,805 shares of Trane Technologies worth $4.32M as of Q2 2026.
  • United Capital Financial Advisors bought 171 Trane Technologies shares in Q2 2026, an estimated $80K.
  • Trane Technologies made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #409 holding.
  • United Capital Financial Advisors first reported a position in Trane Technologies in Q1 2014 and has held it in 50 quarters since.
  • United Capital Financial Advisors's Trane Technologies position peaked at $8.35M in Q1 2015.
  • 1,814 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.