Private Advisory Group’s Trane Technologies TT Stock Holding History

Private Advisory 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 Q1	–	Sell	-2,977	Closed	-$1.1M	–	237
2024 Q4	$1.1M	Sell	2,977 -213	-7%	-$84.6K	0.12%	111
2024 Q3	$1.24M	Buy	+3,190	New	+$1.11M	0.15%	101
2024 Q2	–	Sell	-2,383	Closed	-$715K	–	206
2024 Q1	$715K	Buy	+2,383	New	+$647K	0.1%	120

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Advisory Group's TT Position: Q1 2025 in Review

Private Advisory Group sold out of Trane Technologies (TT) in Q1 2025, closing a stake of 2,977 shares — an estimated $1.1M sold.

Private Advisory Group first reported a position in TT in Q1 2024 and held it in 3 quarters. The position peaked at $1.24M in Q3 2024. 1,535 funds tracked by Wall St. Rank hold TT as of Q1 2025.

Private Advisory Group reported no remaining Trane Technologies position as of Q1 2025 after selling out during the quarter.
Private Advisory Group sold 2,977 Trane Technologies shares in Q1 2025, an estimated $1.1M.
Private Advisory Group first reported a position in Trane Technologies in Q1 2024 and held it in 3 quarters.
Private Advisory Group's Trane Technologies position peaked at $1.24M in Q3 2024.
1,535 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.