EFS
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Essex Financial Services’s Trane Technologies TT Stock Holding History

Essex Financial Services’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 		$1.55M Buy
3,718
+142
+4% +$60.3K 0.09% 202
2025
Q4 		$1.39M Buy
3,576
+374
+12% +$155K 0.08% 210
2025
Q3 		$1.35M Buy
3,202
+77
+2% +$32.9K 0.08% 213
2025
Q2 		$1.37M Sell
3,125
-108
-3% -$42.6K 0.09% 199
2025
Q1 		$1.09M Sell
3,233
-34
-1% -$12.3K 0.08% 214
2024
Q4 		$1.21M Sell
3,267
-29
-0.9% -$11.5K 0.09% 201
2024
Q3 		$1.29M Buy
3,296
+25
+0.8% +$8.67K 0.09% 191
2024
Q2 		$1.07M Buy
3,271
+1,049
+47% +$334K 0.08% 221
2024
Q1 		$667K Sell
2,222
-9
-0.4% -$2.44K 0.06% 273
2023
Q4 		$544K Sell
2,231
-1,481
-40% -$324K 0.06% 292
2023
Q3 		$753K Buy
3,712
+1,974
+114% +$395K 0.09% 218
2023
Q2 		$332K Sell
1,738
-24
-1% -$4.26K 0.04% 344
2023
Q1 		$324K Buy
1,762
+46
+3% +$8.35K 0.03% 361
2022
Q4 		$288K Buy
1,716
+205
+14% +$33.8K 0.03% 372
2022
Q3 		$219K Buy
+1,511
New +$226K 0.03% 419
2022
Q2 		– Sell
-1,549
Closed -$237K – 525
2022
Q1 		$237K Buy
1,549
+5
+0.3% +$818 0.02% 427
2021
Q4 		$312K Buy
1,544
+11
+0.7% +$2.07K 0.03% 361
2021
Q3 		$265K Buy
1,533
+291
+23% +$56K 0.03% 371
2021
Q2 		$206K Hold
1,242
– – 0.03% 431
2021
Q1 		$206K Buy
+1,242
New +$192K 0.04% 336

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

Essex Financial Services's TT Position: Q1 2026 in Review

Essex Financial Services increased its Trane Technologies (TT) stake by 4% in Q1 2026, buying an estimated $60.3K and bringing the position to 3,718 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #202.

Essex Financial Services first reported a position in TT in Q1 2021 and has held it in 20 quarters since. 1,744 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Essex Financial Services held 3,718 shares of Trane Technologies worth $1.55M as of Q1 2026.
  • Essex Financial Services bought 142 Trane Technologies shares in Q1 2026, an estimated $60.3K.
  • Trane Technologies made up 0.09% of Essex Financial Services's portfolio in Q1 2026, its #202 holding.
  • Essex Financial Services first reported a position in Trane Technologies in Q1 2021 and has held it in 20 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.