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Consolidated Planning Corp’s Trane Technologies TT Stock Holding History

Consolidated Planning Corp’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 		– Sell
-14,240
Closed -$5.54M – 213
2025
Q4 		$5.54M Buy
14,240
+9
+0.1% +$3.72K 0.56% 60
2025
Q3 		$6M Sell
14,231
-4,193
-23% -$1.79M 0.63% 45
2025
Q2 		$8.06M Buy
18,424
+634
+4% +$250K 1.01% 30
2025
Q1 		$5.99M Buy
17,790
+3,538
+25% +$1.28M 0.83% 39
2024
Q4 		$5.26M Buy
14,252
+1,091
+8% +$433K 0.72% 50
2024
Q3 		$5.12M Buy
13,161
+2,281
+21% +$791K 0.76% 46
2024
Q2 		$3.58M Buy
10,880
+651
+6% +$207K 0.59% 52
2024
Q1 		$3.07M Buy
10,229
+398
+4% +$108K 0.53% 58
2023
Q4 		$2.4M Buy
9,831
+506
+5% +$111K 0.45% 58
2023
Q3 		$1.89M Buy
9,325
+350
+4% +$70.1K 0.42% 64
2023
Q2 		$1.72M Buy
8,975
+117
+1% +$20.8K 0.36% 71
2023
Q1 		$1.63M Sell
8,858
-682
-7% -$124K 0.42% 58
2022
Q4 		$1.6M Buy
9,540
+319
+3% +$52.7K 0.44% 59
2022
Q3 		$1.33M Buy
9,221
+526
+6% +$78.6K 0.42% 58
2022
Q2 		$1.13M Buy
+8,695
New +$1.2M 0.35% 68
2021
Q4 		– Sell
-275
Closed -$47K – 413
2021
Q3 		$47K Buy
+275
New +$52.9K 0.03% 172

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Consolidated Planning Corp's TT Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 14,240 shares — an estimated $5.54M sold.

Consolidated Planning Corp first reported a position in TT in Q3 2021 and held it in 16 quarters. The position peaked at $8.06M in Q2 2025. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 14,240 Trane Technologies shares in Q1 2026, an estimated $5.54M.
  • Consolidated Planning Corp first reported a position in Trane Technologies in Q3 2021 and held it in 16 quarters.
  • Consolidated Planning Corp's Trane Technologies position peaked at $8.06M in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.