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Sovereign Financial Group’s Trane Technologies TT Stock Holding History

Sovereign Financial Group’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
Q2 		$891K Sell
1,814
-21
-1% -$9.82K 0.14% 140
2026
Q1 		$765K Sell
1,835
-23
-1% -$9.76K 0.13% 145
2025
Q4 		$723K Buy
1,858
+41
+2% +$17K 0.12% 146
2025
Q3 		$767K Buy
1,817
+15
+0.8% +$6.41K 0.14% 134
2025
Q2 		$788K Sell
1,802
-25
-1% -$9.86K 0.16% 118
2025
Q1 		$616K Sell
1,827
-20
-1% -$7.23K 0.14% 138
2024
Q4 		$682K Buy
1,847
+547
+42% +$217K 0.16% 122
2024
Q3 		$505K Buy
1,300
+50
+4% +$17.3K 0.12% 161
2024
Q2 		$411K Buy
1,250
+85
+7% +$27K 0.1% 181
2024
Q1 		$350K Buy
1,165
+1
+0.1% +$271 0.09% 194
2023
Q4 		$284K Buy
1,164
+31
+3% +$6.78K 0.09% 197
2023
Q3 		$230K Hold
1,133
– – 0.08% 203
2023
Q2 		$217K Hold
1,133
– – 0.07% 218
2023
Q1 		$208K Buy
+1,133
New +$206K 0.08% 205
2022
Q1 		– Sell
-1,096
Closed -$221K – 229
2021
Q4 		$221K Buy
+1,096
New +$206K 0.09% 190

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sovereign Financial Group's TT Position: Q2 2026 in Review

Sovereign Financial Group reduced its Trane Technologies (TT) stake by 1.1% in Q2 2026, selling an estimated $9.82K and leaving 1,814 shares worth $891K. The position accounts for 0.14% of the portfolio, ranked #140.

Sovereign Financial Group first reported a position in TT in Q4 2021 and has held it in 15 quarters since. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Sovereign Financial Group held 1,814 shares of Trane Technologies worth $891K as of Q2 2026.
  • Sovereign Financial Group sold 21 Trane Technologies shares in Q2 2026, an estimated $9.82K.
  • Trane Technologies made up 0.14% of Sovereign Financial Group's portfolio in Q2 2026, its #140 holding.
  • Sovereign Financial Group first reported a position in Trane Technologies in Q4 2021 and has held it in 15 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.