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Cornerstone Planning Group’s Trane Technologies TT Stock Holding History

Cornerstone Planning Group’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 		$85.7K Sell
181
-9
-5% -$4.21K 0.01% 273
2026
Q1 		$90.7K Buy
190
+24
+14% +$10.2K 0.01% 265
2025
Q4 		$65.4K Sell
166
-812
-83% -$336K 0.01% 285
2025
Q3 		$3.82K Buy
978
+820
+519% +$350K ﹤0.01% 1020
2025
Q2 		$67.7K Buy
158
+123
+351% +$48.5K 0.01% 196
2025
Q1 		$11.8K Buy
35
+8
+30% +$2.89K ﹤0.01% 527
2024
Q4 		$9.93K Buy
27
+3
+13% +$1.19K ﹤0.01% 432
2024
Q3 		$9.37K Buy
24
+4
+20% +$1.39K ﹤0.01% 428
2024
Q2 		$6.37K Hold
20
– – ﹤0.01% 523
2024
Q1 		$6.39K Buy
20
+1
+5% +$271 ﹤0.01% 485
2023
Q4 		$4.63K Sell
19
-6
-24% -$1.31K ﹤0.01% 534
2023
Q3 		$5.07K Buy
25
+4
+19% +$801 ﹤0.01% 523
2023
Q2 		$4.02K Buy
+21
New +$3.73K ﹤0.01% 964
2022
Q4 		$10K Buy
+60
New +$9.9K ﹤0.01% 640

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

Cornerstone Planning Group's TT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Trane Technologies (TT) stake by 4.7% in Q2 2026, selling an estimated $4.21K and leaving 181 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #273.

Cornerstone Planning Group first reported a position in TT in Q4 2022 and has held it in 14 quarters since. The position peaked at $90.7K in Q1 2026. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Cornerstone Planning Group held 181 shares of Trane Technologies worth $85.7K as of Q2 2026.
  • Cornerstone Planning Group sold 9 Trane Technologies shares in Q2 2026, an estimated $4.21K.
  • Trane Technologies made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #273 holding.
  • Cornerstone Planning Group first reported a position in Trane Technologies in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Trane Technologies position peaked at $90.7K in Q1 2026.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.