Whitaker-Myers Wealth Managers’s Trane Technologies TT Stock Holding History

Whitaker-Myers Wealth Managers’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 Q3	–	Sell	-4,939	Closed	-$2.43M	–	131
2026 Q2	$2.43M	Buy	4,939 +506	+11%	+$237K	0.41%	41
2026 Q1	$1.85M	Buy	4,433 +708	+19%	+$301K	0.37%	54
2025 Q4	$1.45M	Buy	3,725 +1,783	+92%	+$737K	0.3%	61
2025 Q3	$819K	Buy	+1,942	New	+$830K	0.18%	70

Other funds holding TT

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Whitaker-Myers Wealth Managers's TT Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers sold out of Trane Technologies (TT) in Q3 2026, closing a stake of 4,939 shares — an estimated $2.43M sold.

Whitaker-Myers Wealth Managers first reported a position in TT in Q3 2025 and held it in 4 quarters. The position peaked at $2.43M in Q2 2026. 90 funds tracked by Wall St. Rank hold TT as of Q3 2026.

Whitaker-Myers Wealth Managers reported no remaining Trane Technologies position as of Q3 2026 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 4,939 Trane Technologies shares in Q3 2026, an estimated $2.43M.
Whitaker-Myers Wealth Managers first reported a position in Trane Technologies in Q3 2025 and held it in 4 quarters.
Whitaker-Myers Wealth Managers's Trane Technologies position peaked at $2.43M in Q2 2026.
90 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.