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LAS
LWM Advisory Services’s
Trane Technologies
TT
Stock Holding History
LWM Advisory Services’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
2026
Q1
–
Sell
-640
Closed
-$249K
–
86
2025
Q4
$249K
Sell
640
-10
-2%
-$4.14K
0.15%
75
2025
Q3
$276K
Sell
650
-10
-2%
-$4.27K
0.16%
81
2025
Q2
$289K
Sell
660
-200
-23%
-$78.9K
0.2%
82
2025
Q1
$294K
Buy
860
+20
+2%
+$7.23K
0.2%
83
2024
Q4
$314K
Hold
840
–
–
0.22%
76
2024
Q3
$327K
Sell
840
-340
-29%
-$118K
0.24%
74
2024
Q2
$228K
Buy
1,180
+340
+40%
+$108K
0.19%
74
2024
Q1
$252K
Hold
840
–
–
0.2%
80
2023
Q4
$205K
Buy
+840
New
+$184K
0.18%
78
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$1.91T AUM
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$481B AUM
26.39%
1-Year Est. Return
N
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$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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