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Simplicity Wealth’s Trane Technologies TT Stock Holding History

Simplicity Wealth’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 		$351K Buy
843
+229
+37% +$97.2K 0.02% 542
2025
Q4 		$239K Buy
614
+137
+29% +$56.7K 0.01% 624
2025
Q3 		$201K Buy
+477
New +$204K 0.01% 681
2024
Q3 		– Sell
-3,707
Closed -$1.22M – 1146
2024
Q2 		$1.22M Buy
3,707
+8
+0.2% +$2.54K 0.03% 471
2024
Q1 		$1.11M Buy
+3,699
New +$1M 0.03% 486

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

Simplicity Wealth's TT Position: Q1 2026 in Review

Simplicity Wealth increased its Trane Technologies (TT) stake by 37% in Q1 2026, buying an estimated $97.2K and bringing the position to 843 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #542.

Simplicity Wealth first reported a position in TT in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.22M in Q2 2024. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Simplicity Wealth held 843 shares of Trane Technologies worth $351K as of Q1 2026.
  • Simplicity Wealth bought 229 Trane Technologies shares in Q1 2026, an estimated $97.2K.
  • Trane Technologies made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #542 holding.
  • Simplicity Wealth first reported a position in Trane Technologies in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Trane Technologies position peaked at $1.22M in Q2 2024.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.