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Whipplewood Advisors’s Trane Technologies TT Stock Holding History

Whipplewood 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
-48
Closed -$21K – 1093
2025
Q2 		$21K Sell
48
-5
-9% -$1.97K 0.01% 452
2025
Q1 		$13.5K Buy
53
+49
+1,225% +$17.7K 0.01% 513
2024
Q4 		$1.48K Buy
+4
New +$1.59K ﹤0.01% 935

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Whipplewood Advisors's TT Position: Q3 2025 in Review

Whipplewood Advisors sold out of Trane Technologies (TT) in Q3 2025, closing a stake of 48 shares — an estimated $21K sold.

Whipplewood Advisors first reported a position in TT in Q4 2024 and held it in 3 quarters. The position peaked at $21K in Q2 2025. 1,629 funds tracked by Wall St. Rank hold TT as of Q3 2025.

  • Whipplewood Advisors reported no remaining Trane Technologies position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 48 Trane Technologies shares in Q3 2025, an estimated $21K.
  • Whipplewood Advisors first reported a position in Trane Technologies in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Trane Technologies position peaked at $21K in Q2 2025.
  • 1,629 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2025.

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