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SHP Wealth Management’s Trane Technologies TT Stock Holding History

SHP 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 		$233K Buy
560
+10
+2% +$4.25K 0.02% 241
2025
Q4 		$214K Buy
+550
New +$227K 0.02% 243

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Trane Technologies (TT) stake by 1.8% in Q1 2026, buying an estimated $4.25K and bringing the position to 560 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #241.

SHP Wealth Management first reported a position in TT in Q4 2025 and has held it in 2 quarters since. 1,751 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • SHP Wealth Management held 560 shares of Trane Technologies worth $233K as of Q1 2026.
  • SHP Wealth Management bought 10 Trane Technologies shares in Q1 2026, an estimated $4.25K.
  • Trane Technologies made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #241 holding.
  • SHP Wealth Management first reported a position in Trane Technologies in Q4 2025 and has held it in 2 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.