AAS
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Avantax Advisory Services’s Trane Technologies TT Stock Holding History

Avantax Advisory Services’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 		$9.82M Buy
22,452
+1,936
+9% +$764K 0.05% 275
2025
Q1 		$6.91M Sell
20,516
-96
-0.5% -$34.7K 0.04% 327
2024
Q4 		$7.61M Buy
20,612
+373
+2% +$148K 0.05% 291
2024
Q3 		$7.87M Buy
20,239
+1,560
+8% +$541K 0.05% 284
2024
Q2 		$6.14M Buy
18,679
+10,931
+141% +$3.48M 0.04% 318
2024
Q1 		$2.33M Buy
7,748
+414
+6% +$112K 0.02% 498
2023
Q4 		$1.79M Buy
7,334
+1,073
+17% +$235K 0.02% 534
2023
Q3 		$1.27M Sell
6,261
-70
-1% -$14K 0.01% 600
2023
Q2 		$1.21M Buy
6,331
+257
+4% +$45.6K 0.01% 619
2023
Q1 		$1.12M Buy
6,074
+640
+12% +$116K 0.01% 632
2022
Q4 		$913K Sell
5,434
-1,119
-17% -$185K 0.01% 662
2022
Q3 		$949K Buy
6,553
+482
+8% +$72K 0.01% 570
2022
Q2 		$788K Buy
6,071
+1,298
+27% +$179K 0.01% 621
2022
Q1 		$731K Sell
4,773
-855
-15% -$140K 0.01% 645
2021
Q4 		$1.14M Buy
5,628
+1,010
+22% +$190K 0.02% 503
2021
Q3 		$798K Sell
4,618
-125
-3% -$24K 0.01% 560
2021
Q2 		$875K Buy
4,743
+1,124
+31% +$200K 0.02% 513
2021
Q1 		$602K Buy
3,619
+414
+13% +$64.1K 0.01% 565
2020
Q4 		$464K Sell
3,205
-282
-8% -$38.9K 0.01% 579
2020
Q3 		$425K Buy
+3,487
New +$392K 0.01% 862
2020
Q2 		– Sell
-2,605
Closed -$217K – 894
2020
Q1 		$217K Buy
2,605
+246
+10% +$29.9K 0.01% 694
2019
Q4 		$313K Buy
+2,359
New +$299K 0.01% 612

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
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

Avantax Advisory Services's TT Position: Q2 2025 in Review

Avantax Advisory Services increased its Trane Technologies (TT) stake by 9.4% in Q2 2025, buying an estimated $764K and bringing the position to 22,452 shares worth $9.82M. The position accounts for 0.05% of the portfolio, ranked #275.

Avantax Advisory Services first reported a position in TT in Q4 2019 and has held it in 22 quarters since. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

  • Avantax Advisory Services held 22,452 shares of Trane Technologies worth $9.82M as of Q2 2025.
  • Avantax Advisory Services bought 1,936 Trane Technologies shares in Q2 2025, an estimated $764K.
  • Trane Technologies made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #275 holding.
  • Avantax Advisory Services first reported a position in Trane Technologies in Q4 2019 and has held it in 22 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.