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Congress Wealth Management’s Trane Technologies TT Stock Holding History

Congress 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
Q2 		$5.32M Buy
12,164
+8,028
+194% +$3.17M 0.05% 368
2025
Q1 		$1.41M Buy
4,136
+2,144
+108% +$775K 0.02% 559
2024
Q4 		$736K Buy
+1,992
New +$791K 0.01% 568

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Congress Wealth Management's TT Position: Q2 2025 in Review

Congress Wealth Management increased its Trane Technologies (TT) stake by 194% in Q2 2025, buying an estimated $3.17M and bringing the position to 12,164 shares worth $5.32M. The position accounts for 0.05% of the portfolio, ranked #368.

Congress Wealth Management first reported a position in TT in Q4 2024 and has held it in 3 quarters since. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

  • Congress Wealth Management held 12,164 shares of Trane Technologies worth $5.32M as of Q2 2025.
  • Congress Wealth Management bought 8,028 Trane Technologies shares in Q2 2025, an estimated $3.17M.
  • Trane Technologies made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #368 holding.
  • Congress Wealth Management first reported a position in Trane Technologies in Q4 2024 and has held it in 3 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.