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Smith & Howard Wealth Management’s Trane Technologies TT Stock Holding History

Smith & Howard Wealth Management’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
Q3 		– Sell
-750
Closed -$328K – 96
2025
Q2 		$328K Hold
750
– – 0.08% 55
2025
Q1 		$253K Hold
750
– – 0.07% 67
2024
Q4 		$277K Hold
750
– – 0.08% 61
2024
Q3 		$292K Hold
750
– – 0.08% 65
2024
Q2 		$247K Hold
750
– – 0.07% 73
2024
Q1 		$225K Buy
+750
New +$204K 0.07% 75

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smith & Howard Wealth Management's TT Position: Q3 2025 in Review

Smith & Howard Wealth Management sold out of Trane Technologies (TT) in Q3 2025, closing a stake of 750 shares — an estimated $328K sold.

Smith & Howard Wealth Management first reported a position in TT in Q1 2024 and held it in 6 quarters. The position peaked at $328K in Q2 2025. 1,629 funds tracked by Wall St. Rank hold TT as of Q3 2025.

  • Smith & Howard Wealth Management reported no remaining Trane Technologies position as of Q3 2025 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 750 Trane Technologies shares in Q3 2025, an estimated $328K.
  • Smith & Howard Wealth Management first reported a position in Trane Technologies in Q1 2024 and held it in 6 quarters.
  • Smith & Howard Wealth Management's Trane Technologies position peaked at $328K in Q2 2025.
  • 1,629 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2025.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.