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Richardson Financial Services’s Trane Technologies TT Stock Holding History

Richardson Financial Services’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 		$318K Sell
648
-1,195
-65% -$559K 0.18% 115
2026
Q1 		$768K Sell
1,843
-205
-10% -$87K 0.48% 50
2025
Q4 		$797K Hold
2,048
– – 0.26% 52
2025
Q3 		$864K Sell
2,048
-100
-5% -$42.7K 0.54% 46
2025
Q2 		$933K Sell
2,148
-15
-0.7% -$5.92K 0.63% 36
2025
Q1 		$729K Hold
2,163
– – 0.55% 41
2024
Q4 		$802K Buy
2,163
+125
+6% +$49.6K 0.56% 43
2024
Q3 		$670K Hold
2,038
– – 0.43% 59
2024
Q2 		$670K Sell
2,038
-365
-15% -$116K 0.48% 52
2024
Q1 		$721K Buy
2,403
+275
+13% +$74.6K 0.51% 53
2023
Q4 		$519K Buy
+2,128
New +$466K 0.45% 65

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

Richardson Financial Services's TT Position: Q2 2026 in Review

Richardson Financial Services reduced its Trane Technologies (TT) stake by 65% in Q2 2026, selling an estimated $559K and leaving 648 shares worth $318K. The position accounts for 0.18% of the portfolio, ranked #115.

Richardson Financial Services first reported a position in TT in Q4 2023 and has held it in 11 quarters since. The position peaked at $933K in Q2 2025. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Richardson Financial Services held 648 shares of Trane Technologies worth $318K as of Q2 2026.
  • Richardson Financial Services sold 1,195 Trane Technologies shares in Q2 2026, an estimated $559K.
  • Trane Technologies made up 0.18% of Richardson Financial Services's portfolio in Q2 2026, its #115 holding.
  • Richardson Financial Services first reported a position in Trane Technologies in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Trane Technologies position peaked at $933K in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

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