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Phillips Wealth Planners’s Trane Technologies TT Stock Holding History

Phillips Wealth Planners’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 		$627K Buy
1,318
+3
+0.2% +$1.4K 0.46% 63
2026
Q1 		$627K Sell
1,315
-766
-37% -$325K 0.47% 65
2025
Q4 		$823K Buy
2,081
+88
+4% +$36.4K 0.66% 47
2025
Q3 		$847K Buy
1,993
+165
+9% +$70.5K 0.7% 41
2025
Q2 		$780K Buy
1,828
+12
+0.7% +$4.73K 0.71% 38
2025
Q1 		$628K Buy
1,816
+142
+8% +$51.3K 0.66% 48
2024
Q4 		$631K Buy
1,674
+62
+4% +$24.6K 0.63% 46
2024
Q3 		$637K Buy
1,612
+49
+3% +$17K 0.61% 44
2024
Q2 		$533K Buy
1,563
+115
+8% +$36.6K 0.56% 55
2024
Q1 		$428K Buy
1,448
+241
+20% +$65.4K 0.49% 74
2023
Q4 		$299K Sell
1,207
-4
-0.3% -$875 0.36% 97
2023
Q3 		$232K Buy
1,211
+8
+0.7% +$1.6K 0.31% 124
2023
Q2 		$230K Sell
1,203
-7
-0.6% -$1.24K 0.3% 128
2023
Q1 		$227K Buy
+1,210
New +$220K 0.3% 129

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

Phillips Wealth Planners's TT Position: Q2 2026 in Review

Phillips Wealth Planners increased its Trane Technologies (TT) stake by 0.23% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,318 shares worth $627K. The position accounts for 0.46% of the portfolio, ranked #63.

Phillips Wealth Planners first reported a position in TT in Q1 2023 and has held it in 14 quarters since. The position peaked at $847K in Q3 2025. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Phillips Wealth Planners held 1,318 shares of Trane Technologies worth $627K as of Q2 2026.
  • Phillips Wealth Planners bought 3 Trane Technologies shares in Q2 2026, an estimated $1.4K.
  • Trane Technologies made up 0.46% of Phillips Wealth Planners's portfolio in Q2 2026, its #63 holding.
  • Phillips Wealth Planners first reported a position in Trane Technologies in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Trane Technologies position peaked at $847K in Q3 2025.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.