PlanVest Financial’s Trane Technologies TT Stock Holding History

PlanVest 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 Q2	$123K	Hold	250	–	–	0.08%	138
2026 Q1	$104K	Buy	+250	New	+$106K	0.08%	134

Other funds holding TT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PlanVest Financial's TT Position: Q2 2026 in Review

PlanVest Financial held its Trane Technologies (TT) position steady in Q2 2026 at 250 shares worth $123K. The position accounts for 0.08% of the portfolio, ranked #138.

PlanVest Financial first reported a position in TT in Q1 2026 and has held it in 2 quarters since. 1,737 funds tracked by Wall St. Rank hold TT as of Q2 2026.

PlanVest Financial held 250 shares of Trane Technologies worth $123K as of Q2 2026.
PlanVest Financial left its Trane Technologies share count unchanged in Q2 2026.
Trane Technologies made up 0.08% of PlanVest Financial's portfolio in Q2 2026, its #138 holding.
PlanVest Financial first reported a position in Trane Technologies in Q1 2026 and has held it in 2 quarters since.
1,737 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.