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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
Q2 		– Sell
-8
Closed -$3.33K – 151
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
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

Capital & Planning LLC's TT Position: Q2 2026 in Review

Capital & Planning LLC sold out of Trane Technologies (TT) in Q2 2026, closing a stake of 8 shares — an estimated $3.33K sold.

Capital & Planning LLC first reported a position in TT in Q4 2024 and held it in 2 quarters. The position peaked at $3.33K in Q1 2026. 1,824 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Capital & Planning LLC reported no remaining Trane Technologies position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 8 Trane Technologies shares in Q2 2026, an estimated $3.33K.
  • Capital & Planning LLC first reported a position in Trane Technologies in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Trane Technologies position peaked at $3.33K in Q1 2026.
  • 1,824 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.