NewEdge Wealth’s Trane Technologies TT Stock Holding History

NewEdge Wealth’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	$1.28M	Sell	3,062 -1,224	-29%	-$520K	0.02%	556
2025 Q4	$1.67M	Buy	4,286 +1,312	+44%	+$543K	0.02%	500
2025 Q3	$1.3M	Buy	2,974 +139	+5%	+$59.4K	0.02%	502
2025 Q2	$1.21M	Sell	2,835 -42	-1%	-$16.6K	0.02%	487
2025 Q1	$969K	Sell	2,877 -13	-0.4%	-$4.7K	0.02%	491
2024 Q4	$1.07M	Sell	2,890 -247	-8%	-$98.1K	0.02%	467
2024 Q3	$1.22M	Buy	3,137 +444	+16%	+$154K	0.02%	435
2024 Q2	$886K	Buy	2,693 +16	+0.6%	+$5.09K	0.02%	436
2024 Q1	$848K	Buy	+2,677	New	+$727K	0.02%	454

Other funds holding TT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return