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United Financial Planning Group’s Trane Technologies TT Stock Holding History

United Financial Planning 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
Q2 		$8.35K Buy
+17
New +$7.95K ﹤0.01% 278
2026
Q1 		– Sell
-21
Closed -$8.17K – 624
2025
Q4 		$8.17K Buy
21
+4
+24% +$1.65K 0.01% 223
2025
Q3 		$7.17K Buy
+17
New +$7.26K ﹤0.01% 169

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

United Financial Planning Group's TT Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Trane Technologies (TT) in Q2 2026: 17 shares worth $8.35K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in TT as recently as Q4 2025.

United Financial Planning Group first reported a position in TT in Q3 2025 and has held it in 3 quarters since. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • United Financial Planning Group held 17 shares of Trane Technologies worth $8.35K as of Q2 2026.
  • Trane Technologies was a new United Financial Planning Group position in Q2 2026.
  • Trane Technologies made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #278 holding.
  • United Financial Planning Group first reported a position in Trane Technologies in Q3 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 United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.