WCA
TT icon

Westover Capital Advisors’s Trane Technologies TT Stock Holding History

Westover Capital 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
2025
Q3 		– Sell
-468
Closed -$205K – 237
2025
Q2 		$205K Buy
+468
New +$185K 0.04% 223
2019
Q1 		– Sell
-13,074
Closed -$1.19M – 136
2018
Q4 		$1.19M Sell
13,074
-5,784
-31% -$569K 0.75% 46
2018
Q3 		$1.93M Buy
+18,858
New +$1.84M 0.98% 38

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westover Capital Advisors's TT Position: Q3 2025 in Review

Westover Capital Advisors sold out of Trane Technologies (TT) in Q3 2025, closing a stake of 468 shares — an estimated $205K sold.

Westover Capital Advisors first reported a position in TT in Q3 2018 and held it in 3 quarters. The position peaked at $1.93M in Q3 2018. 1,629 funds tracked by Wall St. Rank hold TT as of Q3 2025.

  • Westover Capital Advisors reported no remaining Trane Technologies position as of Q3 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 468 Trane Technologies shares in Q3 2025, an estimated $205K.
  • Westover Capital Advisors first reported a position in Trane Technologies in Q3 2018 and held it in 3 quarters.
  • Westover Capital Advisors's Trane Technologies position peaked at $1.93M in Q3 2018.
  • 1,629 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.