EFG
TT icon

Everhart Financial Group’s Trane Technologies TT Stock Holding History

Everhart Financial Group’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
Q2 		$1.59M Sell
3,237
-506
-14% -$237K 0.1% 103
2026
Q1 		$1.56M Buy
3,743
+555
+17% +$236K 0.13% 103
2025
Q4 		$1.24M Buy
3,188
+152
+5% +$62.9K 0.11% 122
2025
Q3 		$1.28M Buy
3,036
+63
+2% +$26.9K 0.13% 106
2025
Q2 		$1.3M Buy
2,973
+224
+8% +$88.4K 0.15% 95
2025
Q1 		$926K Buy
2,749
+141
+5% +$51K 0.13% 116
2024
Q4 		$963K Buy
2,608
+91
+4% +$36.1K 0.2% 103
2024
Q3 		$978K Buy
2,517
+379
+18% +$131K 0.22% 106
2024
Q2 		$703K Buy
2,138
+232
+12% +$73.8K 0.18% 117
2024
Q1 		$572K Buy
1,906
+961
+102% +$261K 0.17% 129
2023
Q4 		$230K Buy
+945
New +$207K 0.08% 218

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DC
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Handelsbanken Fonder
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CNB
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QCM
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RIG
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FIM
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CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
CIG
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SIC
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