MGB Wealth Management’s Trane Technologies TT Stock Holding History

MGB 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	-1,329	Closed	-$447K	–	321
2025 Q1	$447K	Buy	1,329 +146	+12%	+$52.8K	0.16%	127
2024 Q4	$437K	Buy	+1,183	New	+$470K	0.14%	127
2024 Q3	–	Sell	-789	Closed	-$274K	–	293
2024 Q2	$272K	Buy	+789	New	+$251K	0.1%	160

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MGB Wealth Management's TT Position: Q2 2025 in Review

MGB Wealth Management sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 1,329 shares — an estimated $447K sold.

MGB Wealth Management first reported a position in TT in Q2 2024 and held it in 3 quarters. The position peaked at $447K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

MGB Wealth Management reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
MGB Wealth Management sold 1,329 Trane Technologies shares in Q2 2025, an estimated $447K.
MGB Wealth Management first reported a position in Trane Technologies in Q2 2024 and held it in 3 quarters.
MGB Wealth Management's Trane Technologies position peaked at $447K in Q1 2025.
1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.