WIA
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Wetzel Investment Advisors’s Trane Technologies TT Stock Holding History

Wetzel Investment 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 		$530K Sell
1,272
-33
-3% -$14K 0.21% 73
2025
Q4 		$508K Buy
1,305
+3
+0.2% +$1.24K 0.21% 71
2025
Q3 		$549K Sell
1,302
-46
-3% -$19.7K 0.23% 64
2025
Q2 		$591K Sell
1,348
-112
-8% -$44.2K 0.27% 60
2025
Q1 		$493K Sell
1,460
-65
-4% -$23.5K 0.25% 69
2024
Q4 		$565K Sell
1,525
-3
-0.2% -$1.19K 0.28% 64
2024
Q3 		$595K Sell
1,528
-83
-5% -$28.8K 0.3% 63
2024
Q2 		$484K Sell
1,611
-7
-0.4% -$2.23K 0.28% 64
2024
Q1 		$469K Sell
1,618
-17
-1% -$4.61K 0.28% 63
2023
Q4 		$399K Buy
+1,635
New +$358K 0.25% 69

Other funds holding TT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return