Creative Planning
TT icon

Creative Planning’s Trane Technologies TT Stock Holding History

Creative 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
2021
Q1 		– Sell
-300
Closed -$21K – 2723
2020
Q4 		$21K Hold
300
– – ﹤0.01% 2184
2020
Q3 		$14K Hold
300
– – ﹤0.01% 2003
2020
Q2 		$6K Hold
300
– – ﹤0.01% 1905
2020
Q1 		$6K Buy
+300
New +$36.4K ﹤0.01% 1791

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

Creative Planning's TT Position: Q1 2026 in Review

Creative Planning increased its Trane Technologies (TT) stake by 8% in Q1 2026, buying an estimated $3.08M and bringing the position to 98,551 shares worth $41.1M. The position accounts for 0.03% of the portfolio, ranked #253.

Creative Planning first reported a position in TT in Q2 2013 and has held it in 51 quarters since. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Creative Planning held 98,551 shares of Trane Technologies worth $41.1M as of Q1 2026.
  • Creative Planning bought 7,262 Trane Technologies shares in Q1 2026, an estimated $3.08M.
  • Trane Technologies made up 0.03% of Creative Planning's portfolio in Q1 2026, its #253 holding.
  • Creative Planning first reported a position in Trane Technologies in Q2 2013 and has held it in 51 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.