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Legacy Advisors’s Trane Technologies TT Stock Holding History

Legacy Advisors’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
-653
Closed -$220K – 373
2025
Q1 		$220K Buy
653
+38
+6% +$13.7K 0.02% 391
2024
Q4 		$227K Buy
615
+50
+9% +$19.8K 0.02% 362
2024
Q3 		$220K Buy
+565
New +$196K 0.02% 351
2019
Q3 		– Sell
-161
Closed -$20K – 305
2019
Q2 		$20K Hold
161
– – 0.01% 260
2019
Q1 		$17K Buy
+161
New +$16.3K 0.01% 292
2018
Q4 		– Sell
-244
Closed -$25K – 374
2018
Q3 		$25K Buy
244
+83
+52% +$8.11K 0.01% 283
2018
Q2 		$14K Hold
161
– – 0.01% 282
2018
Q1 		$14K Buy
161
+75
+87% +$6.73K 0.01% 237
2017
Q4 		$7K Hold
86
– – 0.01% 287
2017
Q3 		$7K Buy
+86
New +$7.6K 0.01% 258

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
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

Legacy Advisors's TT Position: Q2 2025 in Review

Legacy Advisors sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 653 shares — an estimated $220K sold.

Legacy Advisors first reported a position in TT in Q3 2017 and held it in 10 quarters. The position peaked at $227K in Q4 2024. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

  • Legacy Advisors reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 653 Trane Technologies shares in Q2 2025, an estimated $220K.
  • Legacy Advisors first reported a position in Trane Technologies in Q3 2017 and held it in 10 quarters.
  • Legacy Advisors's Trane Technologies position peaked at $227K in Q4 2024.
  • 1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.