Avantra Family Wealth’s Trane Technologies TT Stock Holding History

Avantra Family Wealth’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 Q4	–	Sell	-628	Closed	-$265K	–	163
2025 Q3	$265K	Sell	628 -71	-10%	-$30.3K	0.2%	135
2025 Q2	$306K	Buy	+699	New	+$276K	0.25%	104

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantra Family Wealth's TT Position: Q4 2025 in Review

Avantra Family Wealth sold out of Trane Technologies (TT) in Q4 2025, closing a stake of 628 shares — an estimated $265K sold.

Avantra Family Wealth first reported a position in TT in Q2 2025 and held it in 2 quarters. The position peaked at $306K in Q2 2025. 1,704 funds tracked by Wall St. Rank hold TT as of Q4 2025.

Avantra Family Wealth reported no remaining Trane Technologies position as of Q4 2025 after selling out during the quarter.
Avantra Family Wealth sold 628 Trane Technologies shares in Q4 2025, an estimated $265K.
Avantra Family Wealth first reported a position in Trane Technologies in Q2 2025 and held it in 2 quarters.
Avantra Family Wealth's Trane Technologies position peaked at $306K in Q2 2025.
1,704 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Avantra Family Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.