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Welch & Forbes’s Trane Technologies TT Stock Holding History

Welch & Forbes’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 		$508K Buy
+1,034
New +$484K 0.01% 284
2025
Q1 		– Sell
-606
Closed -$224K – 385
2024
Q4 		$224K Buy
606
+6
+1% +$2.38K ﹤0.01% 363
2024
Q3 		$233K Buy
+600
New +$208K ﹤0.01% 363
2023
Q1 		– Sell
-2,277
Closed -$383K – 372
2022
Q4 		$383K Hold
2,277
– – 0.01% 307
2022
Q3 		$329K Buy
2,277
+312
+16% +$46.6K 0.01% 313
2022
Q2 		$256K Sell
1,965
-100
-5% -$13.8K ﹤0.01% 350
2022
Q1 		$315K Sell
2,065
-140
-6% -$22.9K 0.01% 330
2021
Q4 		$445K Hold
2,205
– – 0.01% 298
2021
Q3 		$381K Buy
2,205
+140
+7% +$26.9K 0.01% 311
2021
Q2 		$380K Buy
2,065
+100
+5% +$17.8K 0.01% 318
2021
Q1 		$325K Hold
1,965
– – 0.01% 334
2020
Q4 		$285K Hold
1,965
– – 0.01% 344
2020
Q3 		$239K Sell
1,965
-575
-23% -$64.6K 0.01% 326
2020
Q2 		$226K Hold
2,540
– – 0.01% 333
2020
Q1 		$210K Buy
+2,540
New +$308K 0.01% 311

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

Welch & Forbes's TT Position: Q2 2026 in Review

Welch & Forbes opened a new position in Trane Technologies (TT) in Q2 2026: 1,034 shares worth $508K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Welch & Forbes previously reported a position in TT as recently as Q4 2024.

Welch & Forbes first reported a position in TT in Q1 2020 and has held it in 15 quarters since. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Welch & Forbes held 1,034 shares of Trane Technologies worth $508K as of Q2 2026.
  • Trane Technologies was a new Welch & Forbes position in Q2 2026.
  • Trane Technologies made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #284 holding.
  • Welch & Forbes first reported a position in Trane Technologies in Q1 2020 and has held it in 15 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.