West Financial Advisors’s Trane Technologies TT Stock Holding History

West Financial Advisors’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
2026 Q1	–	Sell	-13	Closed	-$5.06K	–	235
2025 Q4	$5.06K	Buy	+13	New	+$5.38K	﹤0.01%	172

Other funds holding TT

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

West Financial Advisors's TT Position: Q1 2026 in Review

West Financial Advisors sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 13 shares — an estimated $5.06K sold.

West Financial Advisors first reported a position in TT in Q4 2025 and held it in 1 quarter. The position peaked at $5.06K in Q4 2025. 1,755 funds tracked by Wall St. Rank hold TT as of Q1 2026.

West Financial Advisors reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 13 Trane Technologies shares in Q1 2026, an estimated $5.06K.
West Financial Advisors first reported a position in Trane Technologies in Q4 2025 and held it in 1 quarter.
West Financial Advisors's Trane Technologies position peaked at $5.06K in Q4 2025.
1,755 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.