CWM
TT icon

Connecticut Wealth Management’s Trane Technologies TT Stock Holding History

Connecticut 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
2026
Q1 		$706K Sell
1,693
-280
-14% -$119K 0.03% 193
2025
Q4 		$768K Sell
1,973
-65
-3% -$26.9K 0.03% 183
2025
Q3 		$860K Sell
2,038
-112
-5% -$47.9K 0.04% 168
2025
Q2 		$940K Sell
2,150
-250
-10% -$98.6K 0.04% 156
2025
Q1 		$809K Hold
2,400
– – 0.04% 168
2024
Q4 		$886K Buy
2,400
+338
+16% +$134K 0.04% 140
2024
Q3 		$802K Sell
2,062
-213
-9% -$73.9K 0.04% 176
2024
Q2 		$748K Buy
2,275
+130
+6% +$41.3K 0.04% 179
2024
Q1 		$644K Buy
2,145
+80
+4% +$21.7K 0.03% 191
2023
Q4 		$504K Buy
2,065
+465
+29% +$102K 0.03% 210
2023
Q3 		$325K Buy
+1,600
New +$321K 0.02% 211

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