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Symphony Financial’s Trane Technologies TT Stock Holding History

Symphony Financial’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 		$665K Buy
1,380
+110
+9% +$51.4K 0.07% 169
2026
Q1 		$521K Sell
1,270
-54
-4% -$22.9K 0.07% 160
2025
Q4 		$518K Buy
+1,324
New +$548K 0.07% 160

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

Symphony Financial's TT Position: Q2 2026 in Review

Symphony Financial increased its Trane Technologies (TT) stake by 8.7% in Q2 2026, buying an estimated $51.4K and bringing the position to 1,380 shares worth $665K. The position accounts for 0.07% of the portfolio, ranked #169.

Symphony Financial first reported a position in TT in Q4 2025 and has held it in 3 quarters since. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Symphony Financial held 1,380 shares of Trane Technologies worth $665K as of Q2 2026.
  • Symphony Financial bought 110 Trane Technologies shares in Q2 2026, an estimated $51.4K.
  • Trane Technologies made up 0.07% of Symphony Financial's portfolio in Q2 2026, its #169 holding.
  • Symphony Financial first reported a position in Trane Technologies in Q4 2025 and has held it in 3 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.