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Forum Financial Management’s Trane Technologies TT Stock Holding History

Forum Financial Management’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 		– Sell
-1,991
Closed -$775K – 941
2025
Q4 		$775K Hold
1,991
– – 0.01% 313
2025
Q3 		$840K Sell
1,991
-1
-0.1% -$427 0.01% 279
2025
Q2 		$871K Sell
1,992
-101
-5% -$39.8K 0.01% 243
2025
Q1 		$705K Sell
2,093
-38
-2% -$13.7K 0.01% 271
2024
Q4 		$787K Sell
2,131
-16
-0.7% -$6.35K 0.01% 249
2024
Q3 		$835K Buy
2,147
+2
+0.1% +$694 0.01% 215
2024
Q2 		$706K Sell
2,145
-29
-1% -$9.22K 0.01% 225
2024
Q1 		$653K Buy
2,174
+11
+0.5% +$2.99K 0.01% 259
2023
Q4 		$528K Buy
2,163
+87
+4% +$19K 0.01% 278
2023
Q3 		$421K Hold
2,076
– – 0.01% 328
2023
Q2 		$397K Buy
2,076
+84
+4% +$14.9K 0.01% 349
2023
Q1 		$366K Sell
1,992
-25
-1% -$4.54K 0.01% 344
2022
Q4 		$339K Sell
2,017
-85
-4% -$14K 0.01% 357
2022
Q3 		$304K Hold
2,102
– – 0.01% 340
2022
Q2 		$273K Sell
2,102
-180
-8% -$24.9K 0.01% 386
2022
Q1 		$348K Hold
2,282
– – 0.02% 332
2021
Q4 		$461K Buy
+2,282
New +$429K 0.02% 272

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Forum Financial Management's TT Position: Q1 2026 in Review

Forum Financial Management sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 1,991 shares — an estimated $775K sold.

Forum Financial Management first reported a position in TT in Q4 2021 and held it in 17 quarters. The position peaked at $871K in Q2 2025. 1,755 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Forum Financial Management reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,991 Trane Technologies shares in Q1 2026, an estimated $775K.
  • Forum Financial Management first reported a position in Trane Technologies in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Trane Technologies position peaked at $871K in Q2 2025.
  • 1,755 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.