Cyndeo Wealth Partners
TT icon

Cyndeo Wealth Partners’s Trane Technologies TT Stock Holding History

Cyndeo Wealth Partners’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
Q3 		$9.21M Buy
20,366
+5,623
+38% +$2.59M 0.42% 78
2026
Q2 		$7.24M Sell
14,743
-1,333
-8% -$623K 0.34% 88
2026
Q1 		$6.7M Buy
16,076
+450
+3% +$191K 0.35% 84
2025
Q4 		$6.08M Buy
15,626
+277
+2% +$115K 0.33% 84
2025
Q3 		$6.48M Sell
15,349
-299
-2% -$128K 0.36% 80
2025
Q2 		$6.84M Buy
15,648
+40
+0.3% +$15.8K 0.41% 74
2025
Q1 		$5.26M Buy
15,608
+6,566
+73% +$2.37M 0.35% 87
2024
Q4 		$3.34M Buy
9,042
+235
+3% +$93.3K 0.23% 117
2024
Q3 		$3.42M Sell
8,807
-3,702
-30% -$1.28M 0.24% 116
2024
Q2 		$4.11M Buy
12,509
+9,893
+378% +$3.15M 0.32% 92
2024
Q1 		$785K Buy
+2,616
New +$710K 0.07% 224

Other funds holding TT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cyndeo Wealth Partners's TT Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Trane Technologies (TT) stake by 38% in Q3 2026, buying an estimated $2.59M and bringing the position to 20,366 shares worth $9.21M. The position accounts for 0.42% of the portfolio, ranked #78.

Cyndeo Wealth Partners first reported a position in TT in Q1 2024 and has held it in 11 quarters since. 1,176 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Cyndeo Wealth Partners held 20,366 shares of Trane Technologies worth $9.21M as of Q3 2026.
  • Cyndeo Wealth Partners bought 5,623 Trane Technologies shares in Q3 2026, an estimated $2.59M.
  • Trane Technologies made up 0.42% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #78 holding.
  • Cyndeo Wealth Partners first reported a position in Trane Technologies in Q1 2024 and has held it in 11 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.