Heritage Financial Services’s Trane Technologies TT Stock Holding History

Heritage Financial Services’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 Q4	$256K	Sell	657 -12	-2%	-$4.96K	0.02%	107
2025 Q3	$282K	Sell	669 -41	-6%	-$17.5K	0.03%	106
2025 Q2	$311K	Buy	710 +32	+5%	+$12.6K	0.03%	92
2025 Q1	$228K	Hold	678	–	–	0.02%	105
2024 Q4	$250K	Hold	678	–	–	0.03%	98
2024 Q3	$264K	Hold	678	–	–	0.04%	89
2024 Q2	$223K	Hold	678	–	–	0.03%	94
2024 Q1	$204K	Buy	+678	New	+$184K	0.03%	103
2022 Q3	–	Sell	-675	Closed	-$87K	–	438
2022 Q2	$87K	Buy	+675	New	+$93.3K	0.05%	122

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Financial Services's TT Position: Q4 2025 in Review

Heritage Financial Services reduced its Trane Technologies (TT) stake by 1.8% in Q4 2025, selling an estimated $4.96K and leaving 657 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #107.

Heritage Financial Services first reported a position in TT in Q2 2022 and has held it in 9 quarters since. The position peaked at $311K in Q2 2025. 1,702 funds tracked by Wall St. Rank hold TT as of Q4 2025.

Heritage Financial Services held 657 shares of Trane Technologies worth $256K as of Q4 2025.
Heritage Financial Services sold 12 Trane Technologies shares in Q4 2025, an estimated $4.96K.
Trane Technologies made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #107 holding.
Heritage Financial Services first reported a position in Trane Technologies in Q2 2022 and has held it in 9 quarters since.
Heritage Financial Services's Trane Technologies position peaked at $311K in Q2 2025.
1,702 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.