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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
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 $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

Philip James Wealth Mangement's TT Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Trane Technologies (TT) stake by 3.4% in Q1 2026, selling an estimated $9.34K and leaving 630 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #144.

Philip James Wealth Mangement first reported a position in TT in Q3 2024 and has held it in 7 quarters since. The position peaked at $304K in Q2 2025. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Philip James Wealth Mangement held 630 shares of Trane Technologies worth $263K as of Q1 2026.
  • Philip James Wealth Mangement sold 22 Trane Technologies shares in Q1 2026, an estimated $9.34K.
  • Trane Technologies made up 0.03% of Philip James Wealth Mangement's portfolio in Q1 2026, its #144 holding.
  • Philip James Wealth Mangement first reported a position in Trane Technologies in Q3 2024 and has held it in 7 quarters since.
  • Philip James Wealth Mangement's Trane Technologies position peaked at $304K in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.