Oregon Pacific Wealth Management’s Trane Technologies TT Stock Holding History

Oregon Pacific 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 Q4	–	Sell	-480	Closed	-$203K	–	145
2025 Q3	$203K	Hold	480	–	–	0.18%	135
2025 Q2	$210K	Buy	+480	New	+$189K	0.2%	124

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oregon Pacific Wealth Management's TT Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Trane Technologies (TT) in Q4 2025, closing a stake of 480 shares — an estimated $203K sold.

Oregon Pacific Wealth Management first reported a position in TT in Q2 2025 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 1,702 funds tracked by Wall St. Rank hold TT as of Q4 2025.

Oregon Pacific Wealth Management reported no remaining Trane Technologies position as of Q4 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 480 Trane Technologies shares in Q4 2025, an estimated $203K.
Oregon Pacific Wealth Management first reported a position in Trane Technologies in Q2 2025 and held it in 2 quarters.
Oregon Pacific Wealth Management's Trane Technologies position peaked at $210K in Q2 2025.
1,702 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.