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Kaufman Rossin Wealth’s Trane Technologies TT Stock Holding History

Kaufman Rossin 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 		– Sell
-968
Closed -$377K – 154
2025
Q4 		$377K Sell
968
-48
-5% -$19.9K 0.2% 74
2025
Q3 		$429K Buy
1,016
+46
+5% +$19.7K 0.23% 60
2025
Q2 		$424K Sell
970
-4
-0.4% -$1.58K 0.27% 56
2025
Q1 		$328K Buy
+974
New +$352K 0.23% 79

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kaufman Rossin Wealth's TT Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 968 shares — an estimated $377K sold.

Kaufman Rossin Wealth first reported a position in TT in Q1 2025 and held it in 4 quarters. The position peaked at $429K in Q3 2025. 1,744 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 968 Trane Technologies shares in Q1 2026, an estimated $377K.
  • Kaufman Rossin Wealth first reported a position in Trane Technologies in Q1 2025 and held it in 4 quarters.
  • Kaufman Rossin Wealth's Trane Technologies position peaked at $429K in Q3 2025.
  • 1,744 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.