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Falcon Wealth Planning’s Trane Technologies TT Stock Holding History

Falcon Wealth 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
Q2 		$291K Sell
593
-3
-0.5% -$1.4K 0.02% 194
2026
Q1 		$248K Buy
596
+32
+6% +$13.6K 0.02% 202
2025
Q4 		$219K Sell
564
-11
-2% -$4.55K 0.02% 200
2025
Q3 		$243K Buy
575
+5
+0.9% +$2.14K 0.02% 168
2025
Q2 		$249K Buy
+570
New +$225K 0.03% 151

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 $3.37T AUM 44.26% 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

Falcon Wealth Planning's TT Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Trane Technologies (TT) stake by 0.5% in Q2 2026, selling an estimated $1.4K and leaving 593 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #194.

Falcon Wealth Planning first reported a position in TT in Q2 2025 and has held it in 5 quarters since. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Falcon Wealth Planning held 593 shares of Trane Technologies worth $291K as of Q2 2026.
  • Falcon Wealth Planning sold 3 Trane Technologies shares in Q2 2026, an estimated $1.4K.
  • Trane Technologies made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #194 holding.
  • Falcon Wealth Planning first reported a position in Trane Technologies in Q2 2025 and has held it in 5 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.