CPL
TT icon

Capital & Planning LLC’s Trane Technologies TT Stock Holding History

Capital & Planning LLC’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
Q1 		$3.33K Buy
+8
New +$3.4K ﹤0.01% 136
2025
Q1 		– Sell
-8
Closed -$2.96K – 167
2024
Q4 		$2.96K Buy
+8
New +$3.18K ﹤0.01% 146

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital & Planning LLC's TT Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Trane Technologies (TT) in Q1 2026: 8 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #136 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in TT as recently as Q4 2024.

Capital & Planning LLC first reported a position in TT in Q4 2024 and has held it in 2 quarters since. 1,753 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Capital & Planning LLC held 8 shares of Trane Technologies worth $3.33K as of Q1 2026.
  • Trane Technologies was a new Capital & Planning LLC position in Q1 2026.
  • Trane Technologies made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #136 holding.
  • Capital & Planning LLC first reported a position in Trane Technologies in Q4 2024 and has held it in 2 quarters since.
  • 1,753 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.