AWM
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Accurate Wealth Management’s Trane Technologies TT Stock Holding History

Accurate Wealth 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
2025
Q1 		– Sell
-901
Closed -$340K – 409
2024
Q4 		$340K Sell
901
-26
-3% -$10.3K 0.07% 274
2024
Q3 		$369K Sell
927
-38
-4% -$13.2K 0.07% 250
2024
Q2 		$329K Buy
965
+60
+7% +$19.1K 0.08% 226
2024
Q1 		$261K Buy
+905
New +$246K 0.08% 240
2023
Q1 		– Sell
-224
Closed -$40.1K – 1365
2022
Q4 		$40.1K Buy
+224
New +$37K 0.01% 506

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Accurate Wealth Management's TT Position: Q1 2025 in Review

Accurate Wealth Management sold out of Trane Technologies (TT) in Q1 2025, closing a stake of 901 shares — an estimated $340K sold.

Accurate Wealth Management first reported a position in TT in Q4 2022 and held it in 5 quarters. The position peaked at $369K in Q3 2024. 1,536 funds tracked by Wall St. Rank hold TT as of Q1 2025.

  • Accurate Wealth Management reported no remaining Trane Technologies position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 901 Trane Technologies shares in Q1 2025, an estimated $340K.
  • Accurate Wealth Management first reported a position in Trane Technologies in Q4 2022 and held it in 5 quarters.
  • Accurate Wealth Management's Trane Technologies position peaked at $369K in Q3 2024.
  • 1,536 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.