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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
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 $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

Waverly Advisors's TT Position: Q1 2026 in Review

Waverly Advisors increased its Trane Technologies (TT) stake by 13% in Q1 2026, buying an estimated $367K and bringing the position to 7,530 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #538.

Waverly Advisors first reported a position in TT in Q3 2013 and has held it in 13 quarters since. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Waverly Advisors held 7,530 shares of Trane Technologies worth $3.14M as of Q1 2026.
  • Waverly Advisors bought 864 Trane Technologies shares in Q1 2026, an estimated $367K.
  • Trane Technologies made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #538 holding.
  • Waverly Advisors first reported a position in Trane Technologies in Q3 2013 and has held it in 13 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.