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Simon Quick Advisors’s Trane Technologies TT Stock Holding History

Simon Quick 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
-1,199
Closed -$404K – 622
2025
Q1 		$404K Buy
1,199
+218
+22% +$78.8K 0.02% 350
2024
Q4 		$362K Buy
981
+82
+9% +$32.6K 0.02% 320
2024
Q3 		$349K Buy
899
+99
+12% +$34.3K 0.02% 286
2024
Q2 		$263K Buy
800
+71
+10% +$22.6K 0.02% 307
2024
Q1 		$219K Buy
+729
New +$198K 0.02% 373
2022
Q2 		– Sell
-402
Closed -$61K – 381
2022
Q1 		$61K Buy
402
+2
+0.5% +$327 0.02% 189
2021
Q4 		$81K Sell
400
-8
-2% -$1.5K 0.02% 182
2021
Q3 		$70K Buy
408
+8
+2% +$1.54K 0.02% 205
2021
Q2 		$73K Hold
400
– – 0.02% 186
2021
Q1 		$66K Hold
400
– – 0.02% 199
2020
Q4 		$58K Hold
400
– – 0.02% 194
2020
Q3 		$49K Buy
+400
New +$44.9K 0.01% 192
2020
Q1 		– Sell
-52
Closed -$7K – 700
2019
Q4 		$7K Buy
+52
New +$6.59K ﹤0.01% 449
2019
Q3 		– Sell
-54
Closed -$6.84K – 524
2019
Q2 		$6.84K Buy
+54
New +$6.46K ﹤0.01% 255
2019
Q1 		– Sell
-689
Closed -$63K – 447
2018
Q4 		$63K Buy
689
+666
+2,896% +$65.5K 0.02% 164
2018
Q3 		$2K Hold
23
– – ﹤0.01% 296
2018
Q2 		$2K Sell
23
-109
-83% -$9.57K ﹤0.01% 332
2018
Q1 		$11K Sell
132
-631
-83% -$56.6K ﹤0.01% 236
2017
Q4 		$72K Buy
+763
New +$67.2K 0.03% 189

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Simon Quick Advisors's TT Position: Q2 2025 in Review

Simon Quick Advisors sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 1,199 shares — an estimated $404K sold.

Simon Quick Advisors first reported a position in TT in Q4 2017 and held it in 19 quarters. The position peaked at $404K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

  • Simon Quick Advisors reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 1,199 Trane Technologies shares in Q2 2025, an estimated $404K.
  • Simon Quick Advisors first reported a position in Trane Technologies in Q4 2017 and held it in 19 quarters.
  • Simon Quick Advisors's Trane Technologies position peaked at $404K in Q1 2025.
  • 1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.