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Waverly Advisors’s Trane Technologies TT Stock Holding History

Waverly 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 		$3.83M Buy
7,807
+277
+4% +$130K 0.02% 516
2026
Q1 		$3.14M Buy
7,530
+864
+13% +$367K 0.02% 538
2025
Q4 		$2.59M Buy
6,666
+604
+10% +$250K 0.02% 530
2025
Q3 		$2.56M Sell
6,062
-242
-4% -$103K 0.03% 464
2025
Q2 		$2.76M Sell
6,304
-51
-0.8% -$20.1K 0.03% 426
2025
Q1 		$2.14M Buy
6,355
+233
+4% +$84.2K 0.03% 465
2024
Q4 		$2.26M Buy
6,122
+4,057
+196% +$1.61M 0.04% 361
2024
Q3 		$803K Sell
2,065
-87
-4% -$30.2K 0.01% 488
2024
Q2 		$708K Buy
+2,152
New +$684K 0.01% 498
2014
Q4 		– Sell
-96
Closed -$5K – 660
2014
Q3 		$5K Hold
96
– – ﹤0.01% 639
2014
Q2 		$6K Hold
96
– – ﹤0.01% 562
2014
Q1 		$5K Sell
96
-276
-74% -$16.4K ﹤0.01% 564
2013
Q4 		$23K Sell
372
-161
-30% -$8.87K 0.01% 439
2013
Q3 		$28K Buy
+533
New +$26.1K 0.01% 320

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 $3.38T AUM 44.17% 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

Waverly Advisors's TT Position: Q2 2026 in Review

Waverly Advisors increased its Trane Technologies (TT) stake by 3.7% in Q2 2026, buying an estimated $130K and bringing the position to 7,807 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #516.

Waverly Advisors first reported a position in TT in Q3 2013 and has held it in 14 quarters since. 1,824 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Waverly Advisors held 7,807 shares of Trane Technologies worth $3.83M as of Q2 2026.
  • Waverly Advisors bought 277 Trane Technologies shares in Q2 2026, an estimated $130K.
  • Trane Technologies made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #516 holding.
  • Waverly Advisors first reported a position in Trane Technologies in Q3 2013 and has held it in 14 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.