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Financial Advocates Investment Management’s Trane Technologies TT Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-778
Closed -$262K – 776
2025
Q1 		$262K Buy
+778
New +$281K 0.02% 593

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 $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Financial Advocates Investment Management's TT Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 778 shares — an estimated $262K sold.

Financial Advocates Investment Management first reported a position in TT in Q1 2025 and held it in 1 quarter. The position peaked at $262K in Q1 2025. 1,647 funds tracked by Wall St. Rank hold TT as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 778 Trane Technologies shares in Q2 2025, an estimated $262K.
  • Financial Advocates Investment Management first reported a position in Trane Technologies in Q1 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Trane Technologies position peaked at $262K in Q1 2025.
  • 1,647 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.