WR Wealth Planners’s Trane Technologies TT Stock Holding History

WR Wealth Planners’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
2024 Q4	$15.5K	Buy	42 +14	+50%	+$5.56K	0.01%	523
2024 Q3	$10.9K	Hold	28	–	–	﹤0.01%	611
2024 Q2	$9.21K	Buy	28 +10	+56%	+$3.18K	﹤0.01%	607
2024 Q1	$5.4K	Buy	+18	New	+$4.89K	﹤0.01%	703
2023 Q4	–	Sell	-10	Closed	-$2.03K	–	807
2023 Q3	$2.03K	Hold	10	–	–	﹤0.01%	776
2023 Q2	$1.91K	Hold	10	–	–	﹤0.01%	778
2023 Q1	$1.84K	Buy	+10	New	+$1.81K	﹤0.01%	781

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WR Wealth Planners's TT Position: Q4 2024 in Review

WR Wealth Planners increased its Trane Technologies (TT) stake by 50% in Q4 2024, buying an estimated $5.56K and bringing the position to 42 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #523.

WR Wealth Planners first reported a position in TT in Q1 2023 and has held it in 7 quarters since. 1,573 funds tracked by Wall St. Rank hold TT as of Q4 2024.

WR Wealth Planners held 42 shares of Trane Technologies worth $15.5K as of Q4 2024.
WR Wealth Planners bought 14 Trane Technologies shares in Q4 2024, an estimated $5.56K.
Trane Technologies made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #523 holding.
WR Wealth Planners first reported a position in Trane Technologies in Q1 2023 and has held it in 7 quarters since.
1,573 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.