PPWP
TT icon

Premier Path Wealth Partners’s Trane Technologies TT Stock Holding History

Premier Path Wealth Partners’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 		$1.01M Buy
2,419
+133
+6% +$56.5K 0.13% 156
2025
Q4 		$890K Buy
2,286
+10
+0.4% +$4.14K 0.11% 172
2025
Q3 		$960K Sell
2,276
-21
-0.9% -$8.97K 0.12% 181
2025
Q2 		$1M Sell
2,297
-46
-2% -$18.1K 0.14% 170
2025
Q1 		$789K Sell
2,343
-115
-5% -$41.6K 0.12% 182
2024
Q4 		$908K Buy
2,458
+227
+10% +$90.1K 0.14% 166
2024
Q3 		$867K Sell
2,231
-6
-0.3% -$2.08K 0.14% 168
2024
Q2 		$736K Sell
2,237
-14
-0.6% -$4.45K 0.13% 175
2024
Q1 		$676K Sell
2,251
-114
-5% -$30.9K 0.13% 170
2023
Q4 		$577K Buy
+2,365
New +$517K 0.13% 171

Other funds holding TT

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return