WFAG
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Wescott Financial Advisory Group’s Trane Technologies TT Stock Holding History

Wescott Financial Advisory Group’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 		$855K Buy
1,741
+24
+1% +$11.2K 0.07% 109
2026
Q1 		$716K Sell
1,717
-2
-0.1% -$849 0.06% 119
2025
Q4 		$669K Buy
1,719
+25
+1% +$10.3K 0.06% 116
2025
Q3 		$715K Buy
1,694
+12
+0.7% +$5.13K 0.06% 106
2025
Q2 		$736K Buy
1,682
+13
+0.8% +$5.13K 0.07% 101
2025
Q1 		$562K Sell
1,669
-81
-5% -$29.3K 0.06% 107
2024
Q4 		$646K Buy
1,750
+27
+2% +$10.7K 0.07% 104
2024
Q3 		$670K Buy
1,723
+28
+2% +$9.71K 0.07% 99
2024
Q2 		$558K Sell
1,695
-1,025
-38% -$326K 0.06% 111
2024
Q1 		$817K Hold
2,720
– – 0.1% 84
2023
Q4 		$663K Hold
2,720
– – 0.09% 86
2023
Q3 		$552K Hold
2,720
– – 0.1% 92
2023
Q2 		$520K Hold
2,720
– – 0.09% 97
2023
Q1 		$500K Buy
2,720
+443
+19% +$80.4K 0.11% 93
2022
Q4 		$383K Buy
2,277
+450
+25% +$74.3K 0.08% 106
2022
Q3 		$265K Buy
1,827
+2
+0.1% +$299 0.07% 119
2022
Q2 		$237K Buy
1,825
+5
+0.3% +$691 0.06% 117
2022
Q1 		$278K Hold
1,820
– – 0.07% 107
2021
Q4 		$368K Sell
1,820
-4
-0.2% -$753 0.19% 50
2021
Q3 		$315K Buy
1,824
+4
+0.2% +$769 0.18% 54
2021
Q2 		$361K Hold
1,820
– – 0.21% 46
2021
Q1 		$301K Hold
1,820
– – 0.2% 48
2020
Q4 		$264K Buy
+1,820
New +$251K 0.19% 48

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

Wescott Financial Advisory Group's TT Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Trane Technologies (TT) stake by 1.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,741 shares worth $855K. The position accounts for 0.07% of the portfolio, ranked #109.

Wescott Financial Advisory Group first reported a position in TT in Q4 2020 and has held it in 23 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Wescott Financial Advisory Group held 1,741 shares of Trane Technologies worth $855K as of Q2 2026.
  • Wescott Financial Advisory Group bought 24 Trane Technologies shares in Q2 2026, an estimated $11.2K.
  • Trane Technologies made up 0.07% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #109 holding.
  • Wescott Financial Advisory Group first reported a position in Trane Technologies in Q4 2020 and has held it in 23 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.