Northeast Financial Group’s Trane Technologies TT Stock Holding History

Northeast Financial Group’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	-715	Closed	-$241K	–	102
2025 Q1	$241K	Sell	715 -2	-0.3%	-$723	0.08%	80
2024 Q4	$265K	Buy	717 +114	+19%	+$45.3K	0.1%	74
2024 Q3	$234K	Buy	+603	New	+$209K	0.09%	78

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

Northeast Financial Group's TT Position: Q2 2025 in Review

Northeast Financial Group sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 715 shares — an estimated $241K sold.

Northeast Financial Group first reported a position in TT in Q3 2024 and held it in 3 quarters. The position peaked at $265K in Q4 2024. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

Northeast Financial Group reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
Northeast Financial Group sold 715 Trane Technologies shares in Q2 2025, an estimated $241K.
Northeast Financial Group first reported a position in Trane Technologies in Q3 2024 and held it in 3 quarters.
Northeast Financial Group's Trane Technologies position peaked at $265K in Q4 2024.
1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Northeast Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.