Values First Advisors
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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
Q3 		$2.19M Sell
4,840
-90
-2% -$41.4K 1.03% 24
2026
Q2 		$2.42M Buy
4,930
+78
+2% +$36.5K 1.11% 22
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

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return

Values First Advisors's TT Position: Q3 2026 in Review

Values First Advisors reduced its Trane Technologies (TT) stake by 1.8% in Q3 2026, selling an estimated $41.4K and leaving 4,840 shares worth $2.19M. The position accounts for 1.03% of the portfolio, ranked #24.

Values First Advisors first reported a position in TT in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.56M in Q2 2024. 624 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Values First Advisors held 4,840 shares of Trane Technologies worth $2.19M as of Q3 2026.
  • Values First Advisors sold 90 Trane Technologies shares in Q3 2026, an estimated $41.4K.
  • Trane Technologies made up 1.03% of Values First Advisors's portfolio in Q3 2026, its #24 holding.
  • Values First Advisors first reported a position in Trane Technologies in Q3 2020 and has held it in 25 quarters since.
  • Values First Advisors's Trane Technologies position peaked at $2.56M in Q2 2024.
  • 624 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.