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Pacific Capital Wealth Advisors’s Trane Technologies TT Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-61
Closed -$22.5K – 351
2024
Q4 		$22.5K Hold
61
– – ﹤0.01% 212
2024
Q3 		$23.7K Hold
61
– – ﹤0.01% 217
2024
Q2 		$20.1K Buy
+61
New +$19.4K ﹤0.01% 239

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacific Capital Wealth Advisors's TT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Trane Technologies (TT) in Q1 2025, closing a stake of 61 shares — an estimated $22.5K sold.

Pacific Capital Wealth Advisors first reported a position in TT in Q2 2024 and held it in 3 quarters. The position peaked at $23.7K in Q3 2024. 1,535 funds tracked by Wall St. Rank hold TT as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Trane Technologies position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 61 Trane Technologies shares in Q1 2025, an estimated $22.5K.
  • Pacific Capital Wealth Advisors first reported a position in Trane Technologies in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Trane Technologies position peaked at $23.7K in Q3 2024.
  • 1,535 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.