Compass Wealth Management’s Trane Technologies TT Stock Holding History

Compass Wealth Management’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	-700	Closed	-$295K	–	144
2025 Q3	$295K	Hold	700	–	–	0.07%	132
2025 Q2	$306K	Hold	700	–	–	0.07%	132
2025 Q1	$236K	Hold	700	–	–	0.06%	140
2024 Q4	$259K	Hold	700	–	–	0.06%	140
2024 Q3	$272K	Hold	700	–	–	0.06%	143
2024 Q2	$230K	Hold	700	–	–	0.06%	151
2024 Q1	$210K	Hold	700	–	–	0.05%	154
2023 Q4	$171K	Hold	700	–	–	0.05%	162
2023 Q3	$142K	Hold	700	–	–	0.04%	165
2023 Q2	$134K	Hold	700	–	–	0.04%	169
2023 Q1	$129K	Hold	700	–	–	0.04%	174
2022 Q4	$118K	Buy	+700	New	+$116K	0.04%	179

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

Compass Wealth Management's TT Position: Q4 2025 in Review

Compass Wealth Management sold out of Trane Technologies (TT) in Q4 2025, closing a stake of 700 shares — an estimated $295K sold.

Compass Wealth Management first reported a position in TT in Q4 2022 and held it in 12 quarters. The position peaked at $306K in Q2 2025. 1,702 funds tracked by Wall St. Rank hold TT as of Q4 2025.

Compass Wealth Management reported no remaining Trane Technologies position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 700 Trane Technologies shares in Q4 2025, an estimated $295K.
Compass Wealth Management first reported a position in Trane Technologies in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's Trane Technologies position peaked at $306K in Q2 2025.
1,702 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.