Marks Group Wealth Management’s Trane Technologies TT Stock Holding History

Marks Group 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 Q4	–	Sell	-2,056	Closed	-$868K	–	342
2025 Q3	$868K	Buy	2,056 +293	+17%	+$125K	0.08%	187
2025 Q2	$771K	Buy	1,763 +88	+5%	+$34.7K	0.07%	197
2025 Q1	$564K	Buy	+1,675	New	+$605K	0.05%	229
2020 Q1	–	Sell	-22,760	Closed	-$3.02M	–	247
2019 Q4	$3.02M	Buy	+22,760	New	+$2.88M	0.6%	74

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marks Group Wealth Management's TT Position: Q4 2025 in Review

Marks Group Wealth Management sold out of Trane Technologies (TT) in Q4 2025, closing a stake of 2,056 shares — an estimated $868K sold.

Marks Group Wealth Management first reported a position in TT in Q4 2019 and held it in 4 quarters. The position peaked at $3.02M in Q4 2019. 1,702 funds tracked by Wall St. Rank hold TT as of Q4 2025.

Marks Group Wealth Management reported no remaining Trane Technologies position as of Q4 2025 after selling out during the quarter.
Marks Group Wealth Management sold 2,056 Trane Technologies shares in Q4 2025, an estimated $868K.
Marks Group Wealth Management first reported a position in Trane Technologies in Q4 2019 and held it in 4 quarters.
Marks Group Wealth Management's Trane Technologies position peaked at $3.02M in Q4 2019.
1,702 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.