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

Kovitz Investment Group Partners’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	-5,255	Closed	-$2.22M	–	1252
2025 Q3	$2.22M	Buy	5,255 +1,062	+25%	+$454K	0.01%	642
2025 Q2	$1.83M	Buy	4,193 +235	+6%	+$92.7K	0.01%	648
2025 Q1	$1.33M	Buy	3,958 +397	+11%	+$143K	0.01%	670
2024 Q4	$1.32M	Sell	3,561 -137	-4%	-$54.4K	0.01%	660
2024 Q3	$368K	Buy	+3,698	New	+$1.28M	﹤0.01%	822

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group Partners's TT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Trane Technologies (TT) in Q4 2025, closing a stake of 5,255 shares — an estimated $2.22M sold.

Kovitz Investment Group Partners first reported a position in TT in Q3 2024 and held it in 5 quarters. The position peaked at $2.22M in Q3 2025. 1,705 funds tracked by Wall St. Rank hold TT as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Trane Technologies position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 5,255 Trane Technologies shares in Q4 2025, an estimated $2.22M.
Kovitz Investment Group Partners first reported a position in Trane Technologies in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Trane Technologies position peaked at $2.22M in Q3 2025.
1,705 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.