Phoenix Financial Ltd. TT — TRANE TECHNOLOGIES PLC

Ownership history in Phoenix Financial Ltd.  ·  6 quarters on record

AI Ownership Summary

Phoenix Financial Ltd. reported TRANE TECHNOLOGIES PLC (TT) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q4. The latest visible filing shows TT at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phoenix Financial Ltd.'s position in TRANE TECHNOLOGIES PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TT was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TT stock page Phoenix Financial Ltd. fund profile Phoenix Financial Ltd. full holdings
How Phoenix Financial Ltd. held TT — position size vs. price
% of Fund (quarterly)    TT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 291,665 +275,987 +1760.3% 1.23% $113.5M 2026-02-14 (Est.) $464.15
2025 Q2 ADDED — — — 15,678 +1,201 +8.3% 0.09% $6.9M 2025-07-30 $429.42
2025 Q1 REDUCED 31.2% +30.1% ❌ 14,477 -6,564 -31.2% 0.07% $4.9M 2025-05-07 $404.45
2024 Q4 REDUCED 25.4% -8.5% ✅ 21,041 -7,181 -25.4% 0.11% $7.8M 2025-02-13 $357.82
2024 Q3 ADDED — — — 28,222 +20,480 +264.5% 0.16% $11.0M 2024-11-05 $385.77
2024 Q2 INITIATED — — — 7,742 — — 0.04% $2.5M 2024-08-12 $328.23

🏢 Other funds also holding TT

As of 2026 Q1 — sorted by position size

BLVD Private Wealth, LLC 22.95% Drystone LLC 3Y 12.84% Consilium Wealth Advisory, LLC 3Y 6.33% Shelter Rock Management, LLC 5.78% Walter Public Investments Inc. 3Y 4.08% Fulcrum Capital LLC 3Y 7Y 3.34% FIGURE 8 INVESTMENT STRATEGIES LLC 3.01% FIRETRAIL INVESTMENTS PTY LTD 2.93% Regents Gate Capital LLP 2.91% ARGUS INVESTORS' COUNSEL, INC. 3Y 7Y 2.9%

FAQ About Phoenix Financial Ltd. and TT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Phoenix Financial Ltd. reported owning TT?

Phoenix Financial Ltd. reported TT across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported TT position in Phoenix Financial Ltd.'s portfolio?

The largest reported portfolio weight for TT was 1.23% in 2025 Q4.

What is the latest reported TT position on this page?

The most recent filing on this page is 2025 Q4, when Phoenix Financial Ltd. reported 291,665 shares, equal to 1.23% of portfolio, with an estimated market value of $113.5M.

What does the chart on this TT ownership page compare?

The chart compares Phoenix Financial Ltd.'s quarterly TT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Phoenix Financial Ltd. time their TT position?

Based on 13F filing dates vs. subsequent TT price moves, Phoenix Financial Ltd. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on TT relative to SPY over the holding period was +5.6%.

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