OF
TT icon

Optimize Financial’s Trane Technologies TT Stock Holding History

Optimize Financial’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
-772
Closed -$300K – 452
2025
Q4 		$300K Buy
772
+8
+1% +$3.31K 0.15% 270
2025
Q3 		$322K Buy
764
+123
+19% +$52.6K 0.17% 253
2025
Q2 		$280K Sell
641
-4
-0.6% -$1.58K 0.17% 167
2025
Q1 		$217K Buy
645
+44
+7% +$15.9K 0.08% 180
2024
Q4 		$222K Buy
+601
New +$239K 0.17% 192

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 $3.37T AUM 44.26% 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

Optimize Financial's TT Position: Q1 2026 in Review

Optimize Financial sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 772 shares — an estimated $300K sold.

Optimize Financial first reported a position in TT in Q4 2024 and held it in 5 quarters. The position peaked at $322K in Q3 2025. 1,755 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Optimize Financial reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 772 Trane Technologies shares in Q1 2026, an estimated $300K.
  • Optimize Financial first reported a position in Trane Technologies in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Trane Technologies position peaked at $322K in Q3 2025.
  • 1,755 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.