Horizon Family Wealth’s Trane Technologies TT Stock Holding History

Horizon Family Wealth’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	$305K	Sell	731 -1	-0.1%	-$425	0.16%	79
2025 Q4	$285K	Buy	732 +1	+0.1%	+$414	0.15%	75
2025 Q3	$308K	Buy	731 +4	+0.6%	+$1.71K	0.18%	70
2025 Q2	$318K	Buy	727 +2	+0.3%	+$789	0.19%	65
2025 Q1	$245K	Sell	725 -109	-13%	-$39.4K	0.16%	64
2024 Q4	$308K	Buy	834 +2	+0.2%	+$794	0.2%	66
2024 Q3	$323K	Buy	832 +2	+0.2%	+$694	0.23%	59
2024 Q2	$273K	Buy	830 +2	+0.2%	+$636	0.21%	62
2024 Q1	$248K	Sell	828 -222	-21%	-$60.3K	0.19%	64
2023 Q4	$256K	Buy	1,050 +8	+0.8%	+$1.75K	0.22%	58
2023 Q3	$211K	Buy	+1,042	New	+$209K	0.2%	62
2022 Q1	–	Sell	-1,008	Closed	-$204K	–	63
2021 Q4	$204K	Buy	+1,008	New	+$190K	0.21%	47

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Horizon Family Wealth's TT Position: Q1 2026 in Review

Horizon Family Wealth reduced its Trane Technologies (TT) stake by 0.14% in Q1 2026, selling an estimated $425 and leaving 731 shares worth $305K. The position accounts for 0.16% of the portfolio, ranked #79.

Horizon Family Wealth first reported a position in TT in Q4 2021 and has held it in 12 quarters since. The position peaked at $323K in Q3 2024. 1,747 funds tracked by Wall St. Rank hold TT as of Q1 2026.

Horizon Family Wealth held 731 shares of Trane Technologies worth $305K as of Q1 2026.
Horizon Family Wealth sold 1 Trane Technologies share in Q1 2026, an estimated $425.
Trane Technologies made up 0.16% of Horizon Family Wealth's portfolio in Q1 2026, its #79 holding.
Horizon Family Wealth first reported a position in Trane Technologies in Q4 2021 and has held it in 12 quarters since.
Horizon Family Wealth's Trane Technologies position peaked at $323K in Q3 2024.
1,747 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.