WPW
TT icon

Waldron Private Wealth’s Trane Technologies TT Stock Holding History

Waldron Private Wealth’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
-2,028
Closed -$749K – 422
2024
Q4 		$749K Buy
2,028
+7
+0.3% +$2.78K 0.03% 196
2024
Q3 		$786K Sell
2,021
-195
-9% -$67.6K 0.03% 187
2024
Q2 		$729K Buy
2,216
+8
+0.4% +$2.54K 0.03% 184
2024
Q1 		$665K Buy
2,208
+10
+0.5% +$2.71K 0.03% 202
2023
Q4 		$536K Sell
2,198
-23
-1% -$5.03K 0.03% 226
2023
Q3 		$451K Buy
2,221
+71
+3% +$14.2K 0.02% 246
2023
Q2 		$411K Sell
2,150
-3
-0.1% -$532 0.02% 251
2023
Q1 		$396K Sell
2,153
-2
-0.1% -$363 0.02% 292
2022
Q4 		$312K Hold
2,155
– – 0.02% 299
2022
Q3 		$312K Buy
2,155
+60
+3% +$8.96K 0.02% 300
2022
Q2 		$272K Sell
2,095
-15
-0.7% -$2.07K 0.02% 312
2022
Q1 		$322K Buy
2,110
+113
+6% +$18.5K 0.02% 296
2021
Q4 		$403K Buy
1,997
+2
+0.1% +$376 0.02% 277
2021
Q3 		$344K Buy
1,995
+225
+13% +$43.3K 0.02% 263
2021
Q2 		$325K Sell
1,770
-2
-0.1% -$356 0.02% 261
2021
Q1 		$293K Buy
1,772
+2
+0.1% +$310 0.02% 247
2020
Q4 		$256K Hold
1,770
– – 0.02% 251
2020
Q3 		$214K Buy
+1,770
New +$199K 0.02% 249
2020
Q1 		– Sell
-1,907
Closed -$253K – 296
2019
Q4 		$253K Buy
1,907
+85
+5% +$10.8K 0.02% 228
2019
Q3 		$224K Hold
1,822
– – 0.02% 226
2019
Q2 		$230K Sell
1,822
-113
-6% -$13.5K 0.02% 219
2019
Q1 		$208K Buy
+1,935
New +$196K 0.02% 240
2017
Q2 		– Sell
-3,535
Closed -$287K – 203
2017
Q1 		$287K Buy
+3,535
New +$281K 0.07% 168

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waldron Private Wealth's TT Position: Q1 2025 in Review

Waldron Private Wealth sold out of Trane Technologies (TT) in Q1 2025, closing a stake of 2,028 shares — an estimated $749K sold.

Waldron Private Wealth first reported a position in TT in Q1 2017 and held it in 23 quarters. The position peaked at $786K in Q3 2024. 1,536 funds tracked by Wall St. Rank hold TT as of Q1 2025.

  • Waldron Private Wealth reported no remaining Trane Technologies position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,028 Trane Technologies shares in Q1 2025, an estimated $749K.
  • Waldron Private Wealth first reported a position in Trane Technologies in Q1 2017 and held it in 23 quarters.
  • Waldron Private Wealth's Trane Technologies position peaked at $786K in Q3 2024.
  • 1,536 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.