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Essential Planning’s Trane Technologies TT Stock Holding History

Essential 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
Q1 		$308K Hold
738
– – 0.1% 74
2025
Q4 		$287K Hold
738
– – 0.09% 77
2025
Q3 		$311K Hold
738
– – 0.11% 67
2025
Q2 		$323K Hold
738
– – 0.12% 67
2025
Q1 		$249K Sell
738
-47,232
-98% -$17.1M 0.1% 73
2024
Q4 		$19M Buy
47,970
+47,232
+6,400% +$18.8M 0.12% 59
2024
Q3 		$287K Hold
738
– – 0.12% 65
2024
Q2 		$243K Buy
+738
New +$235K 0.11% 62

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

Essential Planning's TT Position: Q1 2026 in Review

Essential Planning held its Trane Technologies (TT) position steady in Q1 2026 at 738 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #74.

Essential Planning first reported a position in TT in Q2 2024 and has held it in 8 quarters since. The position peaked at $19M in Q4 2024. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Essential Planning held 738 shares of Trane Technologies worth $308K as of Q1 2026.
  • Essential Planning left its Trane Technologies share count unchanged in Q1 2026.
  • Trane Technologies made up 0.1% of Essential Planning's portfolio in Q1 2026, its #74 holding.
  • Essential Planning first reported a position in Trane Technologies in Q2 2024 and has held it in 8 quarters since.
  • Essential Planning's Trane Technologies position peaked at $19M in Q4 2024.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.