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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

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Wealth Management's TT Position: Q3 2025 in Review

Cornerstone Wealth Management sold out of Trane Technologies (TT) in Q3 2025, closing a stake of 886 shares — an estimated $388K sold.

Cornerstone Wealth Management first reported a position in TT in Q4 2023 and held it in 7 quarters. The position peaked at $388K in Q2 2025. 1,629 funds tracked by Wall St. Rank hold TT as of Q3 2025.

  • Cornerstone Wealth Management reported no remaining Trane Technologies position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 886 Trane Technologies shares in Q3 2025, an estimated $388K.
  • Cornerstone Wealth Management first reported a position in Trane Technologies in Q4 2023 and held it in 7 quarters.
  • Cornerstone Wealth Management's Trane Technologies position peaked at $388K in Q2 2025.
  • 1,629 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2025.

Based on Cornerstone Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.