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Widmann Financial Services’s Trane Technologies TT Stock Holding History

Widmann Financial Services’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 		$1.16M Sell
2,361
-60
-2% -$28.1K 0.62% 45
2026
Q1 		$1.01M Sell
2,421
-6
-0.2% -$2.55K 0.6% 48
2025
Q4 		$944K Sell
2,427
-920
-27% -$381K 0.58% 49
2025
Q3 		$1.41M Sell
3,347
-38
-1% -$16.2K 0.89% 32
2025
Q2 		$1.48M Sell
3,385
-31
-0.9% -$12.2K 1.03% 28
2025
Q1 		$1.15M Sell
3,416
-1
-0% -$361 0.89% 32
2024
Q4 		$1.26M Sell
3,417
-63
-2% -$25K 0.98% 30
2024
Q3 		$1.35M Sell
3,480
-386
-10% -$134K 1.02% 31
2024
Q2 		$1.27M Sell
3,866
-250
-6% -$79.5K 1.03% 32
2024
Q1 		$1.24M Sell
4,116
-845
-17% -$229K 1.04% 33
2023
Q4 		$1.21M Sell
4,961
-331
-6% -$72.4K 1.09% 34
2023
Q3 		$1.07M Hold
5,292
– – 1.07% 32
2023
Q2 		$1.01M Buy
5,292
+1
+0% +$177 0.97% 36
2023
Q1 		$973K Sell
5,291
-50
-0.9% -$9.08K 0.98% 37
2022
Q4 		$898K Buy
5,341
+114
+2% +$18.8K 0.94% 41
2022
Q3 		$757K Hold
5,227
– – 0.84% 43
2022
Q2 		$678K Buy
5,227
+40
+0.8% +$5.53K 0.7% 49
2022
Q1 		$792K Buy
5,187
+7
+0.1% +$1.15K 0.7% 47
2021
Q4 		$1.05M Buy
+5,180
New +$975K 0.86% 36

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

Widmann Financial Services's TT Position: Q2 2026 in Review

Widmann Financial Services reduced its Trane Technologies (TT) stake by 2.5% in Q2 2026, selling an estimated $28.1K and leaving 2,361 shares worth $1.16M. The position accounts for 0.62% of the portfolio, ranked #45.

Widmann Financial Services first reported a position in TT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q2 2025. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Widmann Financial Services held 2,361 shares of Trane Technologies worth $1.16M as of Q2 2026.
  • Widmann Financial Services sold 60 Trane Technologies shares in Q2 2026, an estimated $28.1K.
  • Trane Technologies made up 0.62% of Widmann Financial Services's portfolio in Q2 2026, its #45 holding.
  • Widmann Financial Services first reported a position in Trane Technologies in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Trane Technologies position peaked at $1.48M in Q2 2025.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.