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Carolinas Wealth Consulting’s Trane Technologies TT Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-203
Closed -$68.3K – 865
2025
Q1 		$68.3K Sell
203
-29
-13% -$10.5K 0.01% 306
2024
Q4 		$85.6K Sell
232
-66
-22% -$26.2K 0.02% 275
2024
Q3 		$116K Sell
298
-3
-1% -$1.04K 0.02% 238
2024
Q2 		$98.8K Buy
301
+18
+6% +$5.72K 0.02% 259
2024
Q1 		$85.2K Buy
283
+210
+288% +$57K 0.02% 291
2023
Q4 		$17.8K Hold
73
– – ﹤0.01% 462
2023
Q3 		$13.9K Sell
73
-85
-54% -$17K ﹤0.01% 480
2023
Q2 		$30.3K Buy
158
+1
+0.6% +$177 0.01% 414
2023
Q1 		$29.1K Hold
157
– – 0.01% 435
2022
Q4 		$26.4K Buy
157
+83
+112% +$13.7K 0.01% 444
2022
Q3 		$11K Buy
74
+70
+1,750% +$10.5K ﹤0.01% 560
2022
Q2 		$1K Hold
4
– – ﹤0.01% 866
2022
Q1 		$1K Hold
4
– – ﹤0.01% 891
2021
Q4 		$1K Hold
4
– – ﹤0.01% 940
2021
Q3 		$1K Hold
4
– – ﹤0.01% 914
2021
Q2 		$1K Hold
4
– – ﹤0.01% 922
2021
Q1 		$1K Hold
4
– – ﹤0.01% 920
2020
Q4 		$1K Hold
4
– – ﹤0.01% 842
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1003
2020
Q2 		$0 Buy
+4
New +$348 ﹤0.01% 721

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

Carolinas Wealth Consulting's TT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 203 shares — an estimated $68.3K sold.

Carolinas Wealth Consulting first reported a position in TT in Q2 2020 and held it in 20 quarters. The position peaked at $116K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 203 Trane Technologies shares in Q2 2025, an estimated $68.3K.
  • Carolinas Wealth Consulting first reported a position in Trane Technologies in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Trane Technologies position peaked at $116K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.