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Anderson Financial Strategies’s Trane Technologies TT Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-150
Closed -$50.5K – 198
2025
Q1 		$50.5K Buy
+150
New +$54.2K 0.03% 107

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Anderson Financial Strategies's TT Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 150 shares — an estimated $50.5K sold.

Anderson Financial Strategies first reported a position in TT in Q1 2025 and held it in 1 quarter. The position peaked at $50.5K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 150 Trane Technologies shares in Q2 2025, an estimated $50.5K.
  • Anderson Financial Strategies first reported a position in Trane Technologies in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Trane Technologies position peaked at $50.5K in Q1 2025.
  • 1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.