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Wealth Management Associates’s Trane Technologies TT Stock Holding History

Wealth Management Associates’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 		$239K Sell
486
-299
-38% -$140K 0.07% 222
2026
Q1 		$327K Sell
785
-111
-12% -$47.1K 0.11% 166
2025
Q4 		$349K Hold
896
– – 0.12% 155
2025
Q3 		$378K Sell
896
-56
-6% -$23.9K 0.13% 145
2025
Q2 		$416K Hold
952
– – 0.16% 120
2025
Q1 		$321K Sell
952
-2
-0.2% -$723 0.14% 143
2024
Q4 		$352K Hold
954
– – 0.15% 135
2024
Q3 		$371K Sell
954
-275
-22% -$95.4K 0.16% 130
2024
Q2 		$404K Hold
1,229
– – 0.19% 105
2024
Q1 		$404K Sell
1,229
-215
-15% -$58.4K 0.19% 105
2023
Q4 		$352K Sell
1,444
-914
-39% -$200K 0.19% 118
2023
Q3 		$478K Buy
2,358
+301
+15% +$60.3K 0.28% 79
2023
Q2 		$393K Sell
2,057
-309
-13% -$54.8K 0.22% 95
2023
Q1 		$435K Sell
2,366
-174
-7% -$31.6K 0.27% 88
2022
Q4 		$427K Sell
2,540
-912
-26% -$151K 0.28% 82
2022
Q3 		$500K Buy
3,452
+81
+2% +$12.1K 0.35% 75
2022
Q2 		$438K Hold
3,371
– – 0.3% 84
2022
Q1 		$515K Sell
3,371
-321
-9% -$52.5K 0.29% 86
2021
Q4 		$746K Buy
3,692
+793
+27% +$149K 0.4% 63
2021
Q3 		$501K Hold
2,899
– – 0.29% 87
2021
Q2 		$534K Buy
2,899
+976
+51% +$174K 0.3% 79
2021
Q1 		$318K Hold
1,923
– – 0.2% 121
2020
Q4 		$279K Sell
1,923
-268
-12% -$37K 0.18% 133
2020
Q3 		$266K Buy
+2,191
New +$246K 0.21% 123

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

Wealth Management Associates's TT Position: Q2 2026 in Review

Wealth Management Associates reduced its Trane Technologies (TT) stake by 38% in Q2 2026, selling an estimated $140K and leaving 486 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #222.

Wealth Management Associates first reported a position in TT in Q3 2020 and has held it in 24 quarters since. The position peaked at $746K in Q4 2021. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Wealth Management Associates held 486 shares of Trane Technologies worth $239K as of Q2 2026.
  • Wealth Management Associates sold 299 Trane Technologies shares in Q2 2026, an estimated $140K.
  • Trane Technologies made up 0.07% of Wealth Management Associates's portfolio in Q2 2026, its #222 holding.
  • Wealth Management Associates first reported a position in Trane Technologies in Q3 2020 and has held it in 24 quarters since.
  • Wealth Management Associates's Trane Technologies position peaked at $746K in Q4 2021.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.