LRWM
TT icon

Lord & Richards Wealth Management’s Trane Technologies TT Stock Holding History

Lord & Richards Wealth Management’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
-35
Closed -$11.8K – 152
2025
Q1 		$11.8K Buy
+35
New +$12.6K 0.01% 117

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

Lord & Richards Wealth Management's TT Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 35 shares — an estimated $11.8K sold.

Lord & Richards Wealth Management first reported a position in TT in Q1 2025 and held it in 1 quarter. The position peaked at $11.8K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 35 Trane Technologies shares in Q2 2025, an estimated $11.8K.
  • Lord & Richards Wealth Management first reported a position in Trane Technologies in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Trane Technologies position peaked at $11.8K in Q1 2025.
  • 1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.