RFP
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
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

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

Root Financial Partners's TT Position: Q2 2026 in Review

Root Financial Partners increased its Trane Technologies (TT) stake by 112% in Q2 2026, buying an estimated $156K and bringing the position to 631 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #276.

Root Financial Partners first reported a position in TT in Q3 2025 and has held it in 4 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Root Financial Partners held 631 shares of Trane Technologies worth $310K as of Q2 2026.
  • Root Financial Partners bought 334 Trane Technologies shares in Q2 2026, an estimated $156K.
  • Trane Technologies made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #276 holding.
  • Root Financial Partners first reported a position in Trane Technologies in Q3 2025 and has held it in 4 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.