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Smith Salley Wealth Management’s Trane Technologies TT Stock Holding History

Smith Salley 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
Q1 		– Sell
-568
Closed -$210K – 260
2024
Q4 		$210K Hold
568
– – 0.01% 237
2024
Q3 		$221K Buy
+568
New +$197K 0.01% 232
2022
Q1 		– Sell
-1,082
Closed -$218K – 255
2021
Q4 		$218K Buy
+1,082
New +$204K 0.02% 233
2019
Q4 		– Sell
-1,671
Closed -$206K – 202
2019
Q3 		$206K Hold
1,671
– – 0.03% 184
2019
Q2 		$212K Buy
+1,671
New +$200K 0.03% 181
2018
Q2 		– Sell
-4,640
Closed -$397K – 183
2018
Q1 		$397K Sell
4,640
-1,476
-24% -$132K 0.07% 124
2017
Q4 		$545K Sell
6,116
-874
-13% -$77K 0.1% 115
2017
Q3 		$623K Sell
6,990
-65,410
-90% -$5.78M 0.12% 105
2017
Q2 		$6.62M Buy
72,400
+246
+0.3% +$21.6K 1.33% 22
2017
Q1 		$5.87M Sell
72,154
-3,490
-5% -$277K 1.2% 29
2016
Q4 		$5.68M Buy
75,644
+201
+0.3% +$14.5K 1.18% 31
2016
Q3 		$5.13M Sell
75,443
-446
-0.6% -$29.7K 1.14% 35
2016
Q2 		$4.83M Buy
75,889
+2,964
+4% +$191K 1.13% 33
2016
Q1 		$4.52M Buy
72,925
+3,388
+5% +$185K 1.13% 35
2015
Q4 		$3.84M Buy
69,537
+1,555
+2% +$87.5K 0.96% 37
2015
Q3 		$3.45M Buy
67,982
+5,346
+9% +$320K 0.93% 38
2015
Q2 		$4.22M Buy
62,636
+2,910
+5% +$199K 1.08% 36
2015
Q1 		$4.07M Buy
59,726
+6,132
+11% +$405K 1.04% 39
2014
Q4 		$3.4M Buy
53,594
+6,599
+14% +$403K 0.88% 40
2014
Q3 		$2.65M Buy
46,995
+5,716
+14% +$346K 0.7% 47
2014
Q2 		$2.58M Buy
41,279
+5,974
+17% +$355K 0.69% 55
2014
Q1 		$2.02M Sell
35,305
-288
-0.8% -$17.2K 1.26% 38
2013
Q4 		$2.19M Buy
+35,593
New +$1.96M 1.43% 29
2013
Q3 		– Sell
-46,614
Closed -$2.07M – 99
2013
Q2 		$2.07M Buy
+46,614
New +$2.07M 1.66% 24

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

Smith Salley Wealth Management's TT Position: Q1 2025 in Review

Smith Salley Wealth Management sold out of Trane Technologies (TT) in Q1 2025, closing a stake of 568 shares — an estimated $210K sold.

Smith Salley Wealth Management first reported a position in TT in Q2 2013 and held it in 24 quarters. The position peaked at $6.62M in Q2 2017. 1,536 funds tracked by Wall St. Rank hold TT as of Q1 2025.

  • Smith Salley Wealth Management reported no remaining Trane Technologies position as of Q1 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 568 Trane Technologies shares in Q1 2025, an estimated $210K.
  • Smith Salley Wealth Management first reported a position in Trane Technologies in Q2 2013 and held it in 24 quarters.
  • Smith Salley Wealth Management's Trane Technologies position peaked at $6.62M in Q2 2017.
  • 1,536 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Smith Salley Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.