Spurstone Advisory Services’s Trane Technologies TT Stock Holding History

Spurstone Advisory Services’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	-290	Closed	-$97.7K	–	146
2025 Q1	$97.7K	Buy	+290	New	+$105K	1.9%	13

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Spurstone Advisory Services's TT Position: Q2 2025 in Review

Spurstone Advisory Services sold out of Trane Technologies (TT) in Q2 2025, closing a stake of 290 shares — an estimated $97.7K sold.

Spurstone Advisory Services first reported a position in TT in Q1 2025 and held it in 1 quarter. The position peaked at $97.7K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold TT as of Q2 2025.

Spurstone Advisory Services reported no remaining Trane Technologies position as of Q2 2025 after selling out during the quarter.
Spurstone Advisory Services sold 290 Trane Technologies shares in Q2 2025, an estimated $97.7K.
Spurstone Advisory Services first reported a position in Trane Technologies in Q1 2025 and held it in 1 quarter.
Spurstone Advisory Services's Trane Technologies position peaked at $97.7K in Q1 2025.
1,646 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2025.

Based on Spurstone Advisory Services's 13F filing for Q2 2025, filed 6 Aug 2025.