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Sendero Wealth Management’s Trane Technologies TT Stock Holding History

Sendero Wealth Management’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 		$866K Sell
2,077
-4
-0.2% -$1.7K 0.1% 117
2025
Q4 		$810K Buy
2,081
+9
+0.4% +$3.72K 0.09% 122
2025
Q3 		$874K Hold
2,072
– – 0.1% 112
2025
Q2 		$906K Sell
2,072
-24
-1% -$9.47K 0.11% 104
2025
Q1 		$706K Buy
+2,096
New +$757K 0.1% 119

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

Sendero Wealth Management's TT Position: Q1 2026 in Review

Sendero Wealth Management reduced its Trane Technologies (TT) stake by 0.19% in Q1 2026, selling an estimated $1.7K and leaving 2,077 shares worth $866K. The position accounts for 0.1% of the portfolio, ranked #117.

Sendero Wealth Management first reported a position in TT in Q1 2025 and has held it in 5 quarters since. The position peaked at $906K in Q2 2025. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Sendero Wealth Management held 2,077 shares of Trane Technologies worth $866K as of Q1 2026.
  • Sendero Wealth Management sold 4 Trane Technologies shares in Q1 2026, an estimated $1.7K.
  • Trane Technologies made up 0.1% of Sendero Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Sendero Wealth Management first reported a position in Trane Technologies in Q1 2025 and has held it in 5 quarters since.
  • Sendero Wealth Management's Trane Technologies position peaked at $906K in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.