Peak Financial Advisors’s Trane Technologies TT Stock Holding History

Peak Financial 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 Q2	–	Sell	-8,390	Closed	-$2.83M	–	108
2025 Q1	$2.83M	Buy	8,390 +239	+3%	+$86.4K	1.44%	27
2024 Q4	$3.01M	Buy	+8,151	New	+$3.24M	1.57%	21

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

Peak Financial Advisors's TT Position: Q2 2025 in Review

Peak Financial Advisors sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 8,390 shares — an estimated $2.83M sold.

Peak Financial Advisors first reported a position in TT in Q4 2024 and held it in 2 quarters. The position peaked at $3.01M in Q4 2024. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

Peak Financial Advisors reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 8,390 Trane Technologies shares in Q2 2025, an estimated $2.83M.
Peak Financial Advisors first reported a position in Trane Technologies in Q4 2024 and held it in 2 quarters.
Peak Financial Advisors's Trane Technologies position peaked at $3.01M in Q4 2024.
1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.