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Values First Advisors’s Trane Technologies TT Stock Holding History

Values First 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
Q1 		$2.02M Buy
4,852
+247
+5% +$105K 1.05% 27
2025
Q4 		$1.79M Buy
4,605
+110
+2% +$45.5K 0.93% 31
2025
Q3 		$1.9M Buy
4,495
+102
+2% +$43.6K 1.02% 31
2025
Q2 		$1.92M Buy
4,393
+270
+7% +$107K 1.05% 18
2025
Q1 		$1.39M Sell
4,123
-120
-3% -$43.4K 0.81% 38
2024
Q4 		$1.57M Sell
4,243
-1,903
-31% -$755K 0.86% 35
2024
Q3 		$2.39M Sell
6,146
-1,644
-21% -$570K 1.3% 16
2024
Q2 		$2.56M Buy
7,790
+84
+1% +$26.7K 1.54% 14
2024
Q1 		$2.31M Buy
7,706
+2,635
+52% +$715K 1.36% 17
2023
Q4 		$1.24M Sell
5,071
-1,495
-23% -$327K 0.75% 43
2023
Q3 		$1.33M Buy
6,566
+9
+0.1% +$1.8K 0.86% 38
2023
Q2 		$1.25M Buy
6,557
+315
+5% +$55.9K 0.76% 41
2023
Q1 		$1.15M Sell
6,242
-787
-11% -$143K 0.73% 41
2022
Q4 		$1.18M Sell
7,029
-1,044
-13% -$172K 0.82% 40
2022
Q3 		$1.17M Sell
8,073
-160
-2% -$23.9K 0.84% 40
2022
Q2 		$1.07M Buy
8,233
+3,806
+86% +$526K 0.76% 44
2022
Q1 		$676K Hold
4,427
– – 0.43% 74
2021
Q4 		$894K Buy
4,427
+1,164
+36% +$219K 0.53% 65
2021
Q3 		$563K Buy
3,263
+19
+0.6% +$3.65K 0.36% 87
2021
Q2 		$597K Sell
3,244
-122
-4% -$21.7K 0.41% 90
2021
Q1 		$557K Buy
3,366
+92
+3% +$14.2K 0.41% 80
2020
Q4 		$475K Sell
3,274
-391
-11% -$54K 0.38% 90
2020
Q3 		$444K Buy
+3,665
New +$412K 0.41% 85

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Values First Advisors's TT Position: Q1 2026 in Review

Values First Advisors increased its Trane Technologies (TT) stake by 5.4% in Q1 2026, buying an estimated $105K and bringing the position to 4,852 shares worth $2.02M. The position accounts for 1.05% of the portfolio, ranked #27.

Values First Advisors first reported a position in TT in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q2 2024. 1,744 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Values First Advisors held 4,852 shares of Trane Technologies worth $2.02M as of Q1 2026.
  • Values First Advisors bought 247 Trane Technologies shares in Q1 2026, an estimated $105K.
  • Trane Technologies made up 1.05% of Values First Advisors's portfolio in Q1 2026, its #27 holding.
  • Values First Advisors first reported a position in Trane Technologies in Q3 2020 and has held it in 23 quarters since.
  • Values First Advisors's Trane Technologies position peaked at $2.56M in Q2 2024.
  • 1,744 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.