YHB Investment Advisors’s Trane Technologies TT Stock Holding History

YHB Investment Advisors’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	$508K	Buy	1,124 +364	+48%	+$167K	0.03%	219
2026 Q2	$373K	Hold	760	–	–	0.02%	245
2026 Q1	$317K	Hold	760	–	–	0.02%	254
2025 Q4	$296K	Sell	760 -4	-0.5%	-$1.65K	0.02%	262
2025 Q3	$322K	Buy	764 +4	+0.5%	+$1.71K	0.02%	250
2025 Q2	$332K	Hold	760	–	–	0.03%	241
2025 Q1	$256K	Hold	760	–	–	0.02%	254
2024 Q4	$281K	Sell	760 -30	-4%	-$11.9K	0.02%	240
2024 Q3	$307K	Hold	790	–	–	0.03%	236
2024 Q2	$260K	Buy	790 +30	+4%	+$9.54K	0.02%	248
2024 Q1	$228K	Buy	+760	New	+$206K	0.02%	255
2022 Q1	–	Sell	-2,260	Closed	-$457K	–	314
2021 Q4	$457K	Hold	2,260	–	–	0.04%	215
2021 Q3	$390K	Hold	2,260	–	–	0.03%	222
2021 Q2	$416K	Hold	2,260	–	–	0.04%	214
2021 Q1	$389K	Hold	2,260	–	–	0.03%	215
2020 Q4	$328K	Hold	2,260	–	–	0.03%	224
2020 Q3	$274K	Sell	2,260 -1,830	-45%	-$205K	0.03%	225
2020 Q2	$364K	Hold	4,090	–	–	0.05%	143
2020 Q1	$338K	Hold	4,090	–	–	0.06%	133
2019 Q4	$544K	Hold	4,090	–	–	0.08%	130
2019 Q3	$504K	Hold	4,090	–	–	0.08%	131
2019 Q2	$518K	Hold	4,090	–	–	0.08%	133
2019 Q1	$442K	Hold	4,090	–	–	0.07%	140
2018 Q4	$373K	Buy	4,090 +1,500	+58%	+$147K	0.07%	140
2018 Q3	$265K	Hold	2,590	–	–	0.04%	169
2018 Q2	$232K	Hold	2,590	–	–	0.04%	172
2018 Q1	$221K	Buy	+2,590	New	+$232K	0.04%	174

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

YHB Investment Advisors's TT Position: Q3 2026 in Review

YHB Investment Advisors increased its Trane Technologies (TT) stake by 48% in Q3 2026, buying an estimated $167K and bringing the position to 1,124 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #219.

YHB Investment Advisors first reported a position in TT in Q1 2018 and has held it in 27 quarters since. The position peaked at $544K in Q4 2019. 90 funds tracked by Wall St. Rank hold TT as of Q3 2026.

YHB Investment Advisors held 1,124 shares of Trane Technologies worth $508K as of Q3 2026.
YHB Investment Advisors bought 364 Trane Technologies shares in Q3 2026, an estimated $167K.
Trane Technologies made up 0.03% of YHB Investment Advisors's portfolio in Q3 2026, its #219 holding.
YHB Investment Advisors first reported a position in Trane Technologies in Q1 2018 and has held it in 27 quarters since.
YHB Investment Advisors's Trane Technologies position peaked at $544K in Q4 2019.
90 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.