Atria Wealth Solutions’s Trane Technologies TT Stock Holding History

Atria Wealth Solutions’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	$4.3M	Sell	9,827 -3,239	-25%	-$1.28M	0.1%	241
2025 Q1	$4.4M	Sell	13,066 -1,463	-10%	-$529K	0.05%	375
2024 Q4	$5.37M	Sell	14,529 -1	-0%	-$397	0.06%	340
2024 Q3	$5.65M	Sell	14,530 -802	-5%	-$278K	0.06%	314
2024 Q2	$5.04M	Buy	15,332 +1,054	+7%	+$335K	0.06%	342
2024 Q1	$4.3M	Buy	14,278 +535	+4%	+$145K	0.05%	382
2023 Q4	$3.35M	Buy	13,743 +1,109	+9%	+$243K	0.04%	428
2023 Q3	$2.56M	Buy	12,634 +55	+0.4%	+$11K	0.04%	484
2023 Q2	$2.41M	Sell	12,579 -92	-0.7%	-$16.3K	0.03%	509
2023 Q1	$2.33M	Buy	12,671 +317	+3%	+$57.5K	0.03%	495
2022 Q4	$2.08M	Buy	12,354 +2,693	+28%	+$445K	0.03%	503
2022 Q3	$1.4M	Buy	9,661 +1,384	+17%	+$207K	0.02%	605
2022 Q2	$1.07M	Sell	8,277 -116	-1%	-$16K	0.02%	664
2022 Q1	$1.28M	Buy	+8,393	New	+$1.37M	0.02%	625

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atria Wealth Solutions's TT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Trane Technologies (TT) stake by 25% in Q2 2025, selling an estimated $1.28M and leaving 9,827 shares worth $4.3M. The position accounts for 0.1% of the portfolio, ranked #241.

Atria Wealth Solutions first reported a position in TT in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.65M in Q3 2024. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

Atria Wealth Solutions held 9,827 shares of Trane Technologies worth $4.3M as of Q2 2025.
Atria Wealth Solutions sold 3,239 Trane Technologies shares in Q2 2025, an estimated $1.28M.
Trane Technologies made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #241 holding.
Atria Wealth Solutions first reported a position in Trane Technologies in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Trane Technologies position peaked at $5.65M in Q3 2024.
1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.