Root Financial Partners
TT icon

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
Q3 		$231K Sell
510
-121
-19% -$55.6K 0.01% 394
2026
Q2 		$310K Buy
631
+334
+112% +$156K 0.01% 276
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

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's TT Position: Q3 2026 in Review

Root Financial Partners reduced its Trane Technologies (TT) stake by 19% in Q3 2026, selling an estimated $55.6K and leaving 510 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #394.

Root Financial Partners first reported a position in TT in Q3 2025 and has held it in 5 quarters since. The position peaked at $310K in Q2 2026. 1,550 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Root Financial Partners held 510 shares of Trane Technologies worth $231K as of Q3 2026.
  • Root Financial Partners sold 121 Trane Technologies shares in Q3 2026, an estimated $55.6K.
  • Trane Technologies made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #394 holding.
  • Root Financial Partners first reported a position in Trane Technologies in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Trane Technologies position peaked at $310K in Q2 2026.
  • 1,550 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.