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Heritage Wealth Management (Ohio)’s Trane Technologies TT Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-525
Closed -$222K – 268
2025
Q3 		$222K Sell
525
-45
-8% -$19.2K 0.07% 226
2025
Q2 		$249K Sell
570
-45
-7% -$17.8K 0.08% 208
2025
Q1 		$207K Sell
615
-20
-3% -$7.23K 0.07% 218
2024
Q4 		$235K Sell
635
-65
-9% -$25.8K 0.08% 208
2024
Q3 		$272K Sell
700
-50
-7% -$17.3K 0.09% 194
2024
Q2 		$249K Buy
+750
New +$239K 0.08% 196

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s TT Position: Q4 2025 in Review

Heritage Wealth Management (Ohio) sold out of Trane Technologies (TT) in Q4 2025, closing a stake of 525 shares — an estimated $222K sold.

Heritage Wealth Management (Ohio) first reported a position in TT in Q2 2024 and held it in 6 quarters. The position peaked at $272K in Q3 2024. 1,702 funds tracked by Wall St. Rank hold TT as of Q4 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Trane Technologies position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 525 Trane Technologies shares in Q4 2025, an estimated $222K.
  • Heritage Wealth Management (Ohio) first reported a position in Trane Technologies in Q2 2024 and held it in 6 quarters.
  • Heritage Wealth Management (Ohio)'s Trane Technologies position peaked at $272K in Q3 2024.
  • 1,702 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2025, filed 26 Jan 2026.