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Wealthspire Advisors (New York)’s Trane Technologies TT Stock Holding History

Wealthspire Advisors (New York)’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 		$1.19M Sell
2,858
-1,226
-30% -$520K 0.01% 374
2025
Q4 		$1.59M Buy
4,084
+1,840
+82% +$761K 0.01% 338
2025
Q3 		$947K Sell
2,244
-629
-22% -$269K 0.01% 402
2025
Q2 		$1.26M Buy
2,873
+429
+18% +$169K 0.01% 345
2025
Q1 		$823K Sell
2,444
-42
-2% -$15.2K ﹤0.01% 427
2024
Q4 		$918K Sell
2,486
-515
-17% -$204K 0.01% 386
2024
Q3 		$1.17M Sell
3,001
-1
-0% -$347 0.01% 346
2024
Q2 		$987K Buy
3,002
+39
+1% +$12.4K 0.01% 312
2024
Q1 		$890K Buy
2,963
+134
+5% +$36.4K 0.01% 333
2023
Q4 		$690K Buy
2,829
+10
+0.4% +$2.19K 0.01% 371
2023
Q3 		$572K Buy
2,819
+452
+19% +$90.5K 0.01% 369
2023
Q2 		$453K Sell
2,367
-8
-0.3% -$1.42K 0.01% 381
2023
Q1 		$437K Sell
2,375
-415
-15% -$75.3K 0.01% 377
2022
Q4 		$469K Buy
2,790
+480
+21% +$79.2K 0.01% 375
2022
Q3 		$335K Sell
2,310
-912
-28% -$136K 0.01% 394
2022
Q2 		$418K Buy
3,222
+1,402
+77% +$194K 0.01% 344
2022
Q1 		$278K Sell
1,820
-1,151
-39% -$188K 0.01% 364
2021
Q4 		$600K Sell
2,971
-5
-0.2% -$941 0.01% 296
2021
Q3 		$514K Buy
2,976
+1,462
+97% +$281K 0.01% 351
2021
Q2 		$279K Sell
1,514
-3,022
-67% -$538K 0.01% 305
2021
Q1 		$751K Buy
4,536
+2,172
+92% +$336K 0.02% 312
2020
Q4 		$343K Buy
+2,364
New +$326K 0.01% 393
2020
Q2 		– Sell
-4,583
Closed -$379K – 508
2020
Q1 		$379K Buy
+4,583
New +$556K 0.02% 339
2019
Q1 		– Sell
-184
Closed -$17K – 730
2018
Q4 		$17K Buy
+184
New +$18.1K ﹤0.01% 383

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s TT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Trane Technologies (TT) stake by 30% in Q1 2026, selling an estimated $520K and leaving 2,858 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #374.

Wealthspire Advisors (New York) first reported a position in TT in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.59M in Q4 2025. 1,750 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,858 shares of Trane Technologies worth $1.19M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,226 Trane Technologies shares in Q1 2026, an estimated $520K.
  • Trane Technologies made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #374 holding.
  • Wealthspire Advisors (New York) first reported a position in Trane Technologies in Q4 2018 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s Trane Technologies position peaked at $1.59M in Q4 2025.
  • 1,750 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.