SRM
TT icon

Shelter Rock Management’s Trane Technologies TT Stock Holding History

Shelter Rock 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
Q3 		$5.11M Sell
11,127
-138
-1% -$63.5K 4.76% 12
2026
Q2 		$5.53M Sell
11,265
-1,821
-14% -$852K 5.37% 8
2026
Q1 		$5.45M Buy
13,086
+157
+1% +$66.7K 5.78% 7
2025
Q4 		$5.03M Buy
+12,929
New +$5.35M 5.05% 11

Other funds holding TT

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Shelter Rock Management's TT Position: Q3 2026 in Review

Shelter Rock Management reduced its Trane Technologies (TT) stake by 1.2% in Q3 2026, selling an estimated $63.5K and leaving 11,127 shares worth $5.11M. The position accounts for 4.76% of the portfolio, ranked #12.

Shelter Rock Management first reported a position in TT in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.53M in Q2 2026. 90 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Shelter Rock Management held 11,127 shares of Trane Technologies worth $5.11M as of Q3 2026.
  • Shelter Rock Management sold 138 Trane Technologies shares in Q3 2026, an estimated $63.5K.
  • Trane Technologies made up 4.76% of Shelter Rock Management's portfolio in Q3 2026, its #12 holding.
  • Shelter Rock Management first reported a position in Trane Technologies in Q4 2025 and has held it in 4 quarters since.
  • Shelter Rock Management's Trane Technologies position peaked at $5.53M in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

Based on Shelter Rock Management's 13F filing for Q3 2026, filed 9 Oct 2026.