CWM
TT icon

Cornerstone Wealth Management’s Trane Technologies TT Stock Holding History

Cornerstone 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
Q3 		– Sell
-886
Closed -$388K – 700
2025
Q2 		$388K Hold
886
– – 0.02% 445
2025
Q1 		$299K Hold
886
– – 0.02% 475
2024
Q4 		$327K Hold
886
– – 0.02% 443
2024
Q3 		$344K Buy
886
+1
+0.1% +$347 0.02% 427
2024
Q2 		$291K Hold
885
– – 0.02% 440
2024
Q1 		$266K Hold
885
– – 0.02% 455
2023
Q4 		$216K Buy
+885
New +$194K 0.02% 485
2018
Q4 		– Sell
-23,175
Closed -$252K – 1090
2018
Q3 		$252K Buy
23,175
+6,672
+40% +$652K ﹤0.01% 1125
2018
Q2 		$185K Buy
+16,503
New +$1.45M ﹤0.01% 1355

Other funds holding TT

BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return