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Williams Jones Wealth Management’s Trane Technologies TT Stock Holding History

Williams Jones Wealth Management’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 		$1.03M Buy
2,104
+32
+2% +$15K 0.01% 262
2026
Q1 		$863K Sell
2,072
-42
-2% -$17.8K 0.01% 282
2025
Q4 		$823K Sell
2,114
-46
-2% -$19K 0.01% 284
2025
Q3 		$911K Sell
2,160
-100
-4% -$42.7K 0.01% 259
2025
Q2 		$989K Sell
2,260
-10
-0.4% -$3.94K 0.01% 259
2025
Q1 		$765K Sell
2,270
-45
-2% -$16.3K 0.01% 276
2024
Q4 		$855K Sell
2,315
-412
-15% -$164K 0.01% 266
2024
Q3 		$1.06M Buy
2,727
+21
+0.8% +$7.28K 0.01% 257
2024
Q2 		$890K Sell
2,706
-194
-7% -$61.7K 0.01% 267
2024
Q1 		$871K Buy
2,900
+10
+0.3% +$2.71K 0.01% 277
2023
Q4 		$705K Hold
2,890
– – 0.01% 293
2023
Q3 		$586K Sell
2,890
-20
-0.7% -$4.01K 0.01% 317
2023
Q2 		$557K Hold
2,910
– – 0.01% 325
2023
Q1 		$535K Sell
2,910
-2
-0.1% -$363 0.01% 359
2022
Q4 		$489K Buy
2,912
+2
+0.1% +$330 0.01% 360
2022
Q3 		$421K Hold
2,910
– – 0.01% 383
2022
Q2 		$378K Sell
2,910
-300
-9% -$41.5K 0.01% 410
2022
Q1 		$490K Buy
3,210
+40
+1% +$6.54K 0.01% 353
2021
Q4 		$640K Hold
3,170
– – 0.01% 296
2021
Q3 		$547K Sell
3,170
-9
-0.3% -$1.73K 0.01% 310
2021
Q2 		$585K Buy
3,179
+500
+19% +$89.1K 0.01% 300
2021
Q1 		$444K Buy
2,679
+9
+0.3% +$1.39K 0.01% 326
2020
Q4 		$388K Buy
2,670
+700
+36% +$96.7K 0.01% 326
2020
Q3 		$239K Buy
+1,970
New +$221K ﹤0.01% 373

Other funds holding TT

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Williams Jones Wealth Management's TT Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Trane Technologies (TT) stake by 1.5% in Q2 2026, buying an estimated $15K and bringing the position to 2,104 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #262.

Williams Jones Wealth Management first reported a position in TT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.06M in Q3 2024. 953 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Williams Jones Wealth Management held 2,104 shares of Trane Technologies worth $1.03M as of Q2 2026.
  • Williams Jones Wealth Management bought 32 Trane Technologies shares in Q2 2026, an estimated $15K.
  • Trane Technologies made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Williams Jones Wealth Management first reported a position in Trane Technologies in Q3 2020 and has held it in 24 quarters since.
  • Williams Jones Wealth Management's Trane Technologies position peaked at $1.06M in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.