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Turning Point Benefit Group’s Trane Technologies TT Stock Holding History

Turning Point Benefit Group’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 		– Sell
-11
Closed -$4.28K – 731
2025
Q4 		$4.28K Buy
11
+3
+38% +$1.24K ﹤0.01% 322
2025
Q3 		$3.4K Buy
+8
New +$3.42K ﹤0.01% 257

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 $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Turning Point Benefit Group's TT Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 11 shares — an estimated $4.28K sold.

Turning Point Benefit Group first reported a position in TT in Q3 2025 and held it in 2 quarters. The position peaked at $4.28K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 11 Trane Technologies shares in Q1 2026, an estimated $4.28K.
  • Turning Point Benefit Group first reported a position in Trane Technologies in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Trane Technologies position peaked at $4.28K in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.