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Independent Financial Group’s Trane Technologies TT Stock Holding History

Independent Financial Group’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 		$375K Sell
764
-75
-9% -$35.1K 0.01% 1118
2026
Q1 		$350K Buy
839
+37
+5% +$15.7K 0.01% 1093
2025
Q4 		$312K Sell
802
-5
-0.6% -$2.07K 0.01% 1130
2025
Q3 		$341K Sell
807
-25
-3% -$10.7K 0.01% 1029
2025
Q2 		$364K Buy
832
+43
+5% +$17K 0.01% 924
2025
Q1 		$266K Sell
789
-98
-11% -$35.4K 0.01% 976
2024
Q4 		$328K Sell
887
-65
-7% -$25.8K 0.01% 869
2024
Q3 		$370K Sell
952
-997
-51% -$346K 0.01% 781
2024
Q2 		$641K Buy
1,949
+735
+61% +$234K 0.03% 529
2024
Q1 		$364K Buy
+1,214
New +$330K 0.02% 704

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

Independent Financial Group's TT Position: Q2 2026 in Review

Independent Financial Group reduced its Trane Technologies (TT) stake by 8.9% in Q2 2026, selling an estimated $35.1K and leaving 764 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #1118.

Independent Financial Group first reported a position in TT in Q1 2024 and has held it in 10 quarters since. The position peaked at $641K in Q2 2024. 1,814 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Independent Financial Group held 764 shares of Trane Technologies worth $375K as of Q2 2026.
  • Independent Financial Group sold 75 Trane Technologies shares in Q2 2026, an estimated $35.1K.
  • Trane Technologies made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1118 holding.
  • Independent Financial Group first reported a position in Trane Technologies in Q1 2024 and has held it in 10 quarters since.
  • Independent Financial Group's Trane Technologies position peaked at $641K in Q2 2024.
  • 1,814 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.