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Wilkerson Advisory Group’s Trane Technologies TT Stock Holding History

Wilkerson 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 		$28.5K Sell
58
-1
-2% -$468 0.01% 285
2026
Q1 		$24.6K Buy
59
+34
+136% +$14.4K 0.01% 271
2025
Q4 		$9.73K Buy
+25
New +$10.3K ﹤0.01% 333

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 $3.38T AUM 44.17% 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

Wilkerson Advisory Group's TT Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Trane Technologies (TT) stake by 1.7% in Q2 2026, selling an estimated $468 and leaving 58 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #285.

Wilkerson Advisory Group first reported a position in TT in Q4 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Wilkerson Advisory Group held 58 shares of Trane Technologies worth $28.5K as of Q2 2026.
  • Wilkerson Advisory Group sold 1 Trane Technologies share in Q2 2026, an estimated $468.
  • Trane Technologies made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #285 holding.
  • Wilkerson Advisory Group first reported a position in Trane Technologies in Q4 2025 and has held it in 3 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.