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Philip James Wealth Mangement’s Trane Technologies TT Stock Holding History

Philip James Wealth Mangement’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 		– Sell
-630
Closed -$263K – 166
2026
Q1 		$263K Sell
630
-22
-3% -$9.34K 0.03% 144
2025
Q4 		$254K Hold
652
– – 0.03% 160
2025
Q3 		$275K Sell
652
-42
-6% -$17.9K 0.03% 160
2025
Q2 		$304K Buy
694
+3
+0.4% +$1.18K 0.04% 136
2025
Q1 		$233K Hold
691
– – 0.03% 155
2024
Q4 		$255K Hold
691
– – 0.03% 147
2024
Q3 		$269K Buy
+691
New +$240K 0.03% 134

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

Philip James Wealth Mangement's TT Position: Q2 2026 in Review

Philip James Wealth Mangement sold out of Trane Technologies (TT) in Q2 2026, closing a stake of 630 shares — an estimated $263K sold.

Philip James Wealth Mangement first reported a position in TT in Q3 2024 and held it in 7 quarters. The position peaked at $304K in Q2 2025. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Philip James Wealth Mangement reported no remaining Trane Technologies position as of Q2 2026 after selling out during the quarter.
  • Philip James Wealth Mangement sold 630 Trane Technologies shares in Q2 2026, an estimated $263K.
  • Philip James Wealth Mangement first reported a position in Trane Technologies in Q3 2024 and held it in 7 quarters.
  • Philip James Wealth Mangement's Trane Technologies position peaked at $304K in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.