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Safeguard Financial’s Trane Technologies TT Stock Holding History

Safeguard Financial’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 		$222K Buy
660
+19
+3% +$6.87K 0.05% 99
2024
Q4 		$237K Sell
641
-165
-20% -$65.5K 0.05% 101
2024
Q3 		$313K Buy
+806
New +$280K 0.07% 90
2023
Q3 		– Sell
-500
Closed -$95K – 510
2023
Q2 		$95K Buy
+500
New +$88.7K 0.05% 102

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

Safeguard Financial's TT Position: Q1 2025 in Review

Safeguard Financial increased its Trane Technologies (TT) stake by 3% in Q1 2025, buying an estimated $6.87K and bringing the position to 660 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #99.

Safeguard Financial first reported a position in TT in Q2 2023 and has held it in 4 quarters since. The position peaked at $313K in Q3 2024. 1,535 funds tracked by Wall St. Rank hold TT as of Q1 2025.

  • Safeguard Financial held 660 shares of Trane Technologies worth $222K as of Q1 2025.
  • Safeguard Financial bought 19 Trane Technologies shares in Q1 2025, an estimated $6.87K.
  • Trane Technologies made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #99 holding.
  • Safeguard Financial first reported a position in Trane Technologies in Q2 2023 and has held it in 4 quarters since.
  • Safeguard Financial's Trane Technologies position peaked at $313K in Q3 2024.
  • 1,535 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.