West Branch Capital’s Trane Technologies TT Stock Holding History

West Branch Capital’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	-163	Closed	-$60.2K	–	574
2024 Q4	$60.2K	Buy	163 +13	+9%	+$5.16K	0.02%	148
2024 Q3	$58.3K	Hold	150	–	–	0.02%	149
2024 Q2	$49.3K	Hold	150	–	–	0.02%	159
2024 Q1	$45K	Hold	150	–	–	0.02%	164
2023 Q4	$36.6K	Hold	150	–	–	0.02%	183
2023 Q3	$30.4K	Hold	150	–	–	0.02%	198
2023 Q2	$28.7K	Hold	150	–	–	0.01%	202
2023 Q1	$27.6K	Hold	150	–	–	0.02%	202
2022 Q4	$25.2K	Hold	150	–	–	0.02%	206
2022 Q3	$22K	Hold	150	–	–	0.01%	220
2022 Q2	$19K	Buy	+150	New	+$20.7K	0.01%	234
2022 Q1	–	Sell	-150	Closed	-$30K	–	465
2021 Q4	$30K	Hold	150	–	–	0.01%	233
2021 Q3	$26K	Hold	150	–	–	0.01%	231
2021 Q2	$28K	Buy	+150	New	+$26.7K	0.01%	238

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

West Branch Capital's TT Position: Q1 2025 in Review

West Branch Capital sold out of Trane Technologies (TT) in Q1 2025, closing a stake of 163 shares — an estimated $60.2K sold.

West Branch Capital first reported a position in TT in Q2 2021 and held it in 14 quarters. The position peaked at $60.2K in Q4 2024. 1,536 funds tracked by Wall St. Rank hold TT as of Q1 2025.

West Branch Capital reported no remaining Trane Technologies position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 163 Trane Technologies shares in Q1 2025, an estimated $60.2K.
West Branch Capital first reported a position in Trane Technologies in Q2 2021 and held it in 14 quarters.
West Branch Capital's Trane Technologies position peaked at $60.2K in Q4 2024.
1,536 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.