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Center for Financial Planning’s Trane Technologies TT Stock Holding History

Center for Financial Planning’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 		$750K Hold
1,527
– – 0.07% 88
2026
Q1 		$636K Sell
1,527
-344
-18% -$146K 0.07% 93
2025
Q4 		$728K Sell
1,871
-214
-10% -$88.5K 0.08% 83
2025
Q3 		$880K Sell
2,085
-52
-2% -$22.2K 0.09% 72
2025
Q2 		$935K Sell
2,137
-46
-2% -$18.1K 0.11% 66
2025
Q1 		$735K Buy
2,183
+63
+3% +$22.8K 0.09% 74
2024
Q4 		$783K Buy
2,120
+34
+2% +$13.5K 0.1% 65
2024
Q3 		$811K Hold
2,086
– – 0.11% 62
2024
Q2 		$686K Buy
2,086
+6
+0.3% +$1.91K 0.1% 72
2024
Q1 		$624K Buy
2,080
+34
+2% +$9.23K 0.09% 76
2023
Q4 		$499K Hold
2,046
– – 0.09% 82
2023
Q3 		$415K Buy
2,046
+10
+0.5% +$2K 0.09% 87
2023
Q2 		$389K Hold
2,036
– – 0.08% 93
2023
Q1 		$375K Hold
2,036
– – 0.09% 92
2022
Q4 		$342K Buy
2,036
+282
+16% +$46.6K 0.08% 97
2022
Q3 		$254K Sell
1,754
-3
-0.2% -$448 0.07% 104
2022
Q2 		$228K Sell
1,757
-2
-0.1% -$277 0.06% 117
2022
Q1 		$269K Hold
1,759
– – 0.06% 117
2021
Q4 		$355K Buy
1,759
+5
+0.3% +$941 0.07% 98
2021
Q3 		$303K Buy
1,754
+13
+0.7% +$2.5K 0.07% 100
2021
Q2 		$321K Hold
1,741
– – 0.08% 102
2021
Q1 		$288K Hold
1,741
– – 0.08% 101
2020
Q4 		$253K Hold
1,741
– – 0.07% 104
2020
Q3 		$211K Buy
1,741
+4
+0.2% +$449 0.07% 109
2020
Q2 		$155K Buy
1,737
+1,708
+5,890% +$149K 0.05% 120
2020
Q1 		$2K Hold
29
– – ﹤0.01% 512
2019
Q4 		$4K Buy
+29
New +$3.67K ﹤0.01% 390

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 $3.37T AUM 44.26% 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

Center for Financial Planning's TT Position: Q2 2026 in Review

Center for Financial Planning held its Trane Technologies (TT) position steady in Q2 2026 at 1,527 shares worth $750K. The position accounts for 0.07% of the portfolio, ranked #88.

Center for Financial Planning first reported a position in TT in Q4 2019 and has held it in 27 quarters since. The position peaked at $935K in Q2 2025. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Center for Financial Planning held 1,527 shares of Trane Technologies worth $750K as of Q2 2026.
  • Center for Financial Planning left its Trane Technologies share count unchanged in Q2 2026.
  • Trane Technologies made up 0.07% of Center for Financial Planning's portfolio in Q2 2026, its #88 holding.
  • Center for Financial Planning first reported a position in Trane Technologies in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Trane Technologies position peaked at $935K in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.