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MWM
MorganRosel Wealth Management’s
Trane Technologies
TT
Stock Holding History
MorganRosel 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
2026
Q1
$357K
Sell
857
-1,407
-62%
-$597K
0.14%
88
2025
Q4
$881K
Sell
2,264
-699
-24%
-$289K
0.22%
66
2025
Q3
$1.25M
Buy
2,963
+193
+7%
+$82.5K
0.32%
49
2025
Q2
$1.21M
Sell
2,770
-1,207
-30%
-$476K
0.33%
48
2025
Q1
$1.34M
Buy
3,977
+282
+8%
+$102K
0.41%
44
2024
Q4
$1.36M
Buy
3,695
+98
+3%
+$38.9K
0.45%
40
2024
Q3
$1.4M
Buy
+3,597
New
+$1.25M
0.46%
39
2021
Q4
–
Sell
-3,821
Closed
-$660K
–
91
2021
Q3
$660K
Sell
3,821
-136
-3%
-$26.2K
0.36%
56
2021
Q2
$729K
Sell
3,957
-145
-4%
-$25.8K
0.41%
50
2021
Q1
$679K
Buy
4,102
+84
+2%
+$13K
0.43%
52
2020
Q4
$583K
Buy
4,018
+62
+2%
+$8.56K
0.41%
50
2020
Q3
$480K
Sell
3,956
-1,625
-29%
-$182K
0.39%
56
2020
Q2
$497K
Sell
5,581
-303
-5%
-$26.4K
0.46%
48
2020
Q1
$486K
Sell
5,884
-323
-5%
-$39.2K
0.56%
43
2019
Q4
$825K
Sell
6,207
-491
-7%
-$62.2K
0.63%
29
2019
Q3
$825K
Sell
6,698
-271
-4%
-$33.1K
0.68%
27
2019
Q2
$883K
Sell
6,969
-194
-3%
-$23.2K
0.73%
27
2019
Q1
$773K
Buy
7,163
+91
+1%
+$9.22K
0.66%
35
2018
Q4
$645K
Buy
+7,072
New
+$695K
0.67%
38
Other funds holding TT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$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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