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Wealth Preservation Advisors’s Trane Technologies TT Stock Holding History

Wealth Preservation 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 		$332K Sell
676
-6
-0.9% -$2.81K 0.19% 61
2026
Q1 		$284K Buy
682
+6
+0.9% +$2.55K 0.24% 47
2025
Q4 		$263K Hold
676
– – 0.13% 75
2025
Q3 		$285K Hold
676
– – 0.17% 63
2025
Q2 		$296K Hold
676
– – 0.18% 67
2025
Q1 		$228K Buy
+676
New +$244K 0.16% 67

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 Preservation Advisors's TT Position: Q2 2026 in Review

Wealth Preservation Advisors reduced its Trane Technologies (TT) stake by 0.88% in Q2 2026, selling an estimated $2.81K and leaving 676 shares worth $332K. The position accounts for 0.19% of the portfolio, ranked #61.

Wealth Preservation Advisors first reported a position in TT in Q1 2025 and has held it in 6 quarters since. 1,823 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Wealth Preservation Advisors held 676 shares of Trane Technologies worth $332K as of Q2 2026.
  • Wealth Preservation Advisors sold 6 Trane Technologies shares in Q2 2026, an estimated $2.81K.
  • Trane Technologies made up 0.19% of Wealth Preservation Advisors's portfolio in Q2 2026, its #61 holding.
  • Wealth Preservation Advisors first reported a position in Trane Technologies in Q1 2025 and has held it in 6 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

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