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Maxwell Wealth Strategies’s Trane Technologies TT Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$5.33M Buy
14,440
+127
+0.9% +$50.4K 2.18% 11
2024
Q3 		$5.59M Buy
14,313
+2,540
+22% +$881K 2.37% 10
2024
Q2 		$3.87M Buy
11,773
+142
+1% +$45.2K 1.9% 14
2024
Q1 		$3.78M Buy
11,631
+9,507
+448% +$2.58M 1.92% 14
2023
Q4 		$518K Buy
+2,124
New +$465K 0.34% 59

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Maxwell Wealth Strategies's TT Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its Trane Technologies (TT) stake by 0.89% in Q4 2024, buying an estimated $50.4K and bringing the position to 14,440 shares worth $5.33M. The position accounts for 2.18% of the portfolio, ranked #11.

Maxwell Wealth Strategies first reported a position in TT in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.59M in Q3 2024. 1,572 funds tracked by Wall St. Rank hold TT as of Q4 2024.

  • Maxwell Wealth Strategies held 14,440 shares of Trane Technologies worth $5.33M as of Q4 2024.
  • Maxwell Wealth Strategies bought 127 Trane Technologies shares in Q4 2024, an estimated $50.4K.
  • Trane Technologies made up 2.18% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #11 holding.
  • Maxwell Wealth Strategies first reported a position in Trane Technologies in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Trane Technologies position peaked at $5.59M in Q3 2024.
  • 1,572 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.