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Synergy Investment Management’s Trane Technologies TT Stock Holding History

Synergy Investment 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 		$30.8K Buy
+74
New +$31.4K 0.01% 343
2025
Q2 		– Sell
-41
Closed -$13.8K – 528
2025
Q1 		$13.8K Hold
41
– – 0.01% 350
2024
Q4 		$15.1K Buy
+41
New +$16.3K 0.01% 351

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

Synergy Investment Management's TT Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Trane Technologies (TT) in Q1 2026: 74 shares worth $30.8K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in TT as recently as Q1 2025.

Synergy Investment Management first reported a position in TT in Q4 2024 and has held it in 3 quarters since. 1,744 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Synergy Investment Management held 74 shares of Trane Technologies worth $30.8K as of Q1 2026.
  • Trane Technologies was a new Synergy Investment Management position in Q1 2026.
  • Trane Technologies made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #343 holding.
  • Synergy Investment Management first reported a position in Trane Technologies in Q4 2024 and has held it in 3 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.