Waypoint Wealth Counsel’s Trane Technologies TT Stock Holding History

Waypoint Wealth Counsel’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	-465	Closed	-$203K	–	295
2025 Q2	$203K	Buy	+465	New	+$183K	0.1%	175

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waypoint Wealth Counsel's TT Position: Q3 2025 in Review

Waypoint Wealth Counsel sold out of Trane Technologies (TT) in Q3 2025, closing a stake of 465 shares — an estimated $203K sold.

Waypoint Wealth Counsel first reported a position in TT in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 1,629 funds tracked by Wall St. Rank hold TT as of Q3 2025.

Waypoint Wealth Counsel reported no remaining Trane Technologies position as of Q3 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 465 Trane Technologies shares in Q3 2025, an estimated $203K.
Waypoint Wealth Counsel first reported a position in Trane Technologies in Q2 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Trane Technologies position peaked at $203K in Q2 2025.
1,629 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2025, filed 20 Oct 2025.