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Apexium Financial’s Trane Technologies TT Stock Holding History

Apexium 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
2025
Q3 		$432K Buy
1,023
+14
+1% +$5.98K 0.02% 210
2025
Q2 		$441K Buy
1,009
+1
+0.1% +$395 0.02% 198
2025
Q1 		$340K Hold
1,008
– – 0.02% 213
2024
Q4 		$372K Buy
+1,008
New +$400K 0.02% 189

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Apexium Financial's TT Position: Q3 2025 in Review

Apexium Financial increased its Trane Technologies (TT) stake by 1.4% in Q3 2025, buying an estimated $5.98K and bringing the position to 1,023 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #210.

Apexium Financial first reported a position in TT in Q4 2024 and has held it in 4 quarters since. The position peaked at $441K in Q2 2025. 1,628 funds tracked by Wall St. Rank hold TT as of Q3 2025.

  • Apexium Financial held 1,023 shares of Trane Technologies worth $432K as of Q3 2025.
  • Apexium Financial bought 14 Trane Technologies shares in Q3 2025, an estimated $5.98K.
  • Trane Technologies made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #210 holding.
  • Apexium Financial first reported a position in Trane Technologies in Q4 2024 and has held it in 4 quarters since.
  • Apexium Financial's Trane Technologies position peaked at $441K in Q2 2025.
  • 1,628 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.