Marshall & Sterling Wealth Advisors’s Trane Technologies TT Stock Holding History

Marshall & Sterling Wealth 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 Q4	–	Sell	-5	Closed	-$2.11K	–	604
2025 Q3	$2.11K	Hold	5	–	–	﹤0.01%	556
2025 Q2	$2.19K	Hold	5	–	–	﹤0.01%	541
2025 Q1	$1.69K	Buy	+5	New	+$1.81K	﹤0.01%	549

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

Marshall & Sterling Wealth Advisors's TT Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Trane Technologies (TT) in Q4 2025, closing a stake of 5 shares — an estimated $2.11K sold.

Marshall & Sterling Wealth Advisors first reported a position in TT in Q1 2025 and held it in 3 quarters. The position peaked at $2.19K in Q2 2025. 1,705 funds tracked by Wall St. Rank hold TT as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Trane Technologies position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 5 Trane Technologies shares in Q4 2025, an estimated $2.11K.
Marshall & Sterling Wealth Advisors first reported a position in Trane Technologies in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Trane Technologies position peaked at $2.19K in Q2 2025.
1,705 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.