Alta Advisers’s Trane Technologies TT Stock Holding History

Alta Advisers’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	$366K	Hold	879	–	–	0.13%	112
2025 Q4	$342K	Sell	879 -360	-29%	-$149K	0.12%	116
2025 Q3	$523K	Hold	1,239	–	–	0.16%	102
2025 Q2	$542K	Hold	1,239	–	–	0.19%	97
2025 Q1	$417K	Buy	1,239 +500	+68%	+$181K	0.18%	114
2024 Q4	$273K	Buy	739 +39	+6%	+$15.5K	0.17%	115
2024 Q3	$272K	Hold	700	–	–	0.12%	104
2024 Q2	$230K	Hold	700	–	–	0.11%	108
2024 Q1	$210K	Hold	700	–	–	0.1%	123
2023 Q4	$171K	Hold	700	–	–	0.09%	135
2023 Q3	$142K	Hold	700	–	–	0.08%	148
2023 Q2	$134K	Hold	700	–	–	0.08%	170
2023 Q1	$129K	Hold	700	–	–	0.08%	169
2022 Q4	$118K	Hold	700	–	–	0.07%	184
2022 Q3	$101K	Buy	+700	New	+$105K	0.06%	199

Other funds holding TT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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