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
Q2 		$1.68M Sell
3,423
-295
-8% -$138K 0.08% 213
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 $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 $3.38T AUM 44.17% 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

Essex Financial Services's TT Position: Q2 2026 in Review

Essex Financial Services reduced its Trane Technologies (TT) stake by 7.9% in Q2 2026, selling an estimated $138K and leaving 3,423 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #213.

Essex Financial Services first reported a position in TT in Q1 2021 and has held it in 21 quarters since. 1,824 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Essex Financial Services held 3,423 shares of Trane Technologies worth $1.68M as of Q2 2026.
  • Essex Financial Services sold 295 Trane Technologies shares in Q2 2026, an estimated $138K.
  • Trane Technologies made up 0.08% of Essex Financial Services's portfolio in Q2 2026, its #213 holding.
  • Essex Financial Services first reported a position in Trane Technologies in Q1 2021 and has held it in 21 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.