EP Wealth Advisors’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.65M	Buy	3,948 +562	+17%	+$239K	0.01%	517
2025 Q4	$1.32M	Buy	+3,386	New	+$1.4M	0.01%	541
2025 Q2	$1.21M	Buy	2,760 +113	+4%	+$44.6K	0.01%	524
2025 Q1	$892K	Buy	2,647 +335	+14%	+$121K	0.01%	533
2024 Q4	$854K	Buy	2,312 +258	+13%	+$102K	0.01%	548
2024 Q3	$799K	Buy	2,054 +561	+38%	+$195K	0.01%	552
2024 Q2	$491K	Buy	1,493 +41	+3%	+$13K	0.01%	540
2024 Q1	$436K	Buy	1,452 +124	+9%	+$33.7K	0.01%	545
2023 Q4	$324K	Buy	1,328 +26	+2%	+$5.69K	﹤0.01%	594
2023 Q3	$264K	Sell	1,302 -1,378	-51%	-$276K	﹤0.01%	585
2023 Q2	$247K	Sell	2,680 -8,097	-75%	-$1.44M	﹤0.01%	603
2023 Q1	$639K	Buy	+10,777	New	+$1.96M	0.01%	367