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Root Financial Partners’s Trane Technologies TT Stock Holding History

Root Financial Partners’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 		$124K Buy
297
+39
+15% +$16.6K 0.01% 489
2025
Q4 		$100K Sell
258
-7
-3% -$2.9K 0.01% 466
2025
Q3 		$112K Buy
+265
New +$113K 0.01% 413

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

Root Financial Partners's TT Position: Q1 2026 in Review

Root Financial Partners increased its Trane Technologies (TT) stake by 15% in Q1 2026, buying an estimated $16.6K and bringing the position to 297 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #489.

Root Financial Partners first reported a position in TT in Q3 2025 and has held it in 3 quarters since. 1,745 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Root Financial Partners held 297 shares of Trane Technologies worth $124K as of Q1 2026.
  • Root Financial Partners bought 39 Trane Technologies shares in Q1 2026, an estimated $16.6K.
  • Trane Technologies made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #489 holding.
  • Root Financial Partners first reported a position in Trane Technologies in Q3 2025 and has held it in 3 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.