Willow Financial’s Trane Technologies TT Stock Holding History

Willow 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 Q1	–	Sell	-900	Closed	-$350K	–	44
2025 Q4	$350K	Buy	+900	New	+$372K	0.36%	35

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Willow Financial's TT Position: Q1 2026 in Review

Willow Financial sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 900 shares — an estimated $350K sold.

Willow Financial first reported a position in TT in Q4 2025 and held it in 1 quarter. The position peaked at $350K in Q4 2025. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

Willow Financial reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
Willow Financial sold 900 Trane Technologies shares in Q1 2026, an estimated $350K.
Willow Financial first reported a position in Trane Technologies in Q4 2025 and held it in 1 quarter.
Willow Financial's Trane Technologies position peaked at $350K in Q4 2025.
1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.