BWG
TT icon

Berry Wealth Group’s Trane Technologies TT Stock Holding History

Berry Wealth Group’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
2026
Q1 		$444K Buy
1,066
+2
+0.2% +$849 1.66% 15
2025
Q4 		$414K Buy
1,064
+1
+0.1% +$414 1.45% 16
2025
Q3 		$448K Sell
1,063
-1,491
-58% -$637K 1.46% 16
2025
Q2 		$1.12M Buy
2,554
+100
+4% +$39.5K 0.78% 34
2025
Q1 		$827K Buy
2,454
+20
+0.8% +$7.23K 0.65% 35
2024
Q4 		$899K Buy
2,434
+138
+6% +$54.8K 0.65% 33
2024
Q3 		$893K Sell
2,296
-41
-2% -$14.2K 0.64% 33
2024
Q2 		$769K Buy
2,337
+234
+11% +$74.4K 0.61% 32
2024
Q1 		$631K Sell
2,103
-548
-21% -$149K 0.52% 31
2023
Q4 		$647K Buy
+2,651
New +$580K 0.59% 31

Other funds holding TT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return