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Valeo Financial Advisors’s Trane Technologies TT Stock Holding History

Valeo 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 		$596K Buy
1,214
+162
+15% +$75.8K 0.01% 406
2026
Q1 		$439K Sell
1,052
-887
-46% -$377K 0.01% 445
2025
Q4 		$755K Sell
1,939
-134
-6% -$55.4K 0.02% 364
2025
Q3 		$875K Hold
2,073
– – 0.02% 336
2025
Q2 		$907K Buy
2,073
+75
+4% +$29.6K 0.02% 329
2025
Q1 		$673K Sell
1,998
-19
-0.9% -$6.87K 0.02% 337
2024
Q4 		$745K Buy
2,017
+57
+3% +$22.6K 0.02% 327
2024
Q3 		$762K Buy
1,960
+16
+0.8% +$5.55K 0.02% 313
2024
Q2 		$639K Sell
1,944
-67
-3% -$21.3K 0.02% 320
2024
Q1 		$596K Buy
2,011
+124
+7% +$33.7K 0.02% 325
2023
Q4 		$460K Buy
1,887
+468
+33% +$102K 0.02% 387
2023
Q3 		$288K Buy
1,419
+217
+18% +$43.5K 0.01% 471
2023
Q2 		$230K Buy
+1,202
New +$213K 0.01% 500
2021
Q2 		– Sell
-3,798
Closed -$629K – 1721
2021
Q1 		$629K Hold
3,798
– – 0.03% 237
2020
Q4 		$551K Buy
3,798
+3,591
+1,735% +$496K 0.03% 236
2020
Q3 		$25K Sell
207
-238
-53% -$26.7K ﹤0.01% 870
2020
Q2 		$40K Sell
445
-4
-0.9% -$348 ﹤0.01% 810
2020
Q1 		$41K Buy
449
+4
+0.9% +$486 ﹤0.01% 670
2019
Q4 		$59K Hold
445
– – 0.01% 591
2019
Q3 		$55K Buy
445
+278
+166% +$33.9K 0.01% 573
2019
Q2 		$21K Sell
167
-5
-3% -$598 ﹤0.01% 836
2019
Q1 		$19K Hold
172
– – ﹤0.01% 811
2018
Q4 		$16K Sell
172
-20
-10% -$1.97K ﹤0.01% 776
2018
Q3 		$18K Sell
192
-2,575
-93% -$252K ﹤0.01% 810
2018
Q2 		$266K Buy
2,767
+1,067
+63% +$93.7K 0.04% 245
2018
Q1 		$145K Hold
1,700
– – 0.02% 292
2017
Q4 		$152K Hold
1,700
– – 0.02% 279
2017
Q3 		$152K Buy
+1,700
New +$150K 0.03% 232

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

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

Valeo Financial Advisors increased its Trane Technologies (TT) stake by 15% in Q2 2026, buying an estimated $75.8K and bringing the position to 1,214 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #406.

Valeo Financial Advisors first reported a position in TT in Q3 2017 and has held it in 28 quarters since. The position peaked at $907K in Q2 2025. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Valeo Financial Advisors held 1,214 shares of Trane Technologies worth $596K as of Q2 2026.
  • Valeo Financial Advisors bought 162 Trane Technologies shares in Q2 2026, an estimated $75.8K.
  • Trane Technologies made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #406 holding.
  • Valeo Financial Advisors first reported a position in Trane Technologies in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Trane Technologies position peaked at $907K in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.