Phoenix Financial’s Trane Technologies TT Stock Holding History

Phoenix 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	$25.3M	Sell	60,657 -231,008	-79%	-$98.1M	0.24%	61
2025 Q4	$114M	Buy	291,665 +277,496	+1,958%	+$115M	1.23%	22
2025 Q3	$5.98M	Sell	14,169 -1,509	-10%	-$645K	0.07%	115
2025 Q2	$6.86M	Buy	15,678 +1,201	+8%	+$474K	0.09%	112
2025 Q1	$4.88M	Sell	14,477 -6,564	-31%	-$2.37M	0.07%	126
2024 Q4	$7.77M	Sell	21,041 -7,181	-25%	-$2.85M	0.11%	104
2024 Q3	$11M	Buy	28,222 +20,480	+265%	+$7.1M	0.16%	86
2024 Q2	$2.55M	Buy	+7,742	New	+$2.46M	0.04%	171

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Phoenix Financial's TT Position: Q1 2026 in Review

Phoenix Financial reduced its Trane Technologies (TT) stake by 79% in Q1 2026, selling an estimated $98.1M and leaving 60,657 shares worth $25.3M. The position accounts for 0.24% of the portfolio, ranked #61.

Phoenix Financial first reported a position in TT in Q2 2024 and has held it in 8 quarters since. The position peaked at $114M in Q4 2025. 1,750 funds tracked by Wall St. Rank hold TT as of Q1 2026.

Phoenix Financial held 60,657 shares of Trane Technologies worth $25.3M as of Q1 2026.
Phoenix Financial sold 231,008 Trane Technologies shares in Q1 2026, an estimated $98.1M.
Trane Technologies made up 0.24% of Phoenix Financial's portfolio in Q1 2026, its #61 holding.
Phoenix Financial first reported a position in Trane Technologies in Q2 2024 and has held it in 8 quarters since.
Phoenix Financial's Trane Technologies position peaked at $114M in Q4 2025.
1,750 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.