Kovitz Investment Group Partners’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.83M	Buy	4,193 +235	+6%	+$103K	0.01%	647
2025 Q1	$1.33M	Buy	3,958 +397	+11%	+$134K	0.01%	667
2024 Q4	$1.32M	Sell	3,561 -137	-4%	-$50.6K	0.01%	659
2024 Q3	$368K	Buy	+3,698	New	+$368K	﹤0.01%	820