Sound View Wealth Advisors Group’s Trane Technologies TT Stock Holding History

Sound View Wealth Advisors 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 Q4	–	Sell	-537	Closed	-$227K	–	438
2025 Q3	$227K	Sell	537 -351	-40%	-$150K	0.02%	402
2025 Q2	$388K	Buy	888 +149	+20%	+$58.8K	0.03%	308
2025 Q1	$249K	Buy	739 +129	+21%	+$46.6K	0.02%	363
2024 Q4	$225K	Buy	+610	New	+$242K	0.02%	380

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound View Wealth Advisors Group's TT Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of Trane Technologies (TT) in Q4 2025, closing a stake of 537 shares — an estimated $227K sold.

Sound View Wealth Advisors Group first reported a position in TT in Q4 2024 and held it in 4 quarters. The position peaked at $388K in Q2 2025. 1,705 funds tracked by Wall St. Rank hold TT as of Q4 2025.

Sound View Wealth Advisors Group reported no remaining Trane Technologies position as of Q4 2025 after selling out during the quarter.
Sound View Wealth Advisors Group sold 537 Trane Technologies shares in Q4 2025, an estimated $227K.
Sound View Wealth Advisors Group first reported a position in Trane Technologies in Q4 2024 and held it in 4 quarters.
Sound View Wealth Advisors Group's Trane Technologies position peaked at $388K in Q2 2025.
1,705 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.