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Sowell Financial Services’s Trane Technologies TT Stock Holding History

Sowell Financial Services’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 		$1.48M Buy
3,022
+207
+7% +$96.8K 0.05% 376
2026
Q1 		$1.17M Sell
2,815
-271
-9% -$115K 0.04% 402
2025
Q4 		$1.2M Sell
3,086
-19
-0.6% -$7.86K 0.04% 395
2025
Q3 		$1.31M Buy
3,105
+93
+3% +$39.7K 0.05% 366
2025
Q2 		$1.32M Sell
3,012
-444
-13% -$175K 0.05% 346
2025
Q1 		$1.16M Buy
+3,456
New +$1.25M 0.05% 351
2023
Q2 		– Sell
-2,817
Closed -$518K – 813
2023
Q1 		$518K Buy
+2,817
New +$511K 0.04% 420
2021
Q2 		– Sell
-328
Closed -$60K – 2545
2021
Q1 		$60K Sell
328
-58
-15% -$8.98K ﹤0.01% 1575
2020
Q4 		$56K Sell
386
-90
-19% -$12.4K ﹤0.01% 1353
2020
Q3 		$58K Sell
476
-227
-32% -$25.5K ﹤0.01% 1162
2020
Q2 		$63K Sell
703
-4,900
-87% -$426K ﹤0.01% 1107
2020
Q1 		$463K Sell
5,603
-863
-13% -$105K 0.03% 417
2019
Q4 		$859K Buy
6,466
+697
+12% +$88.3K 0.07% 305
2019
Q3 		$711K Buy
+5,769
New +$704K 0.06% 320
2019
Q1 		– Sell
-3,175
Closed -$290K – 590
2018
Q4 		$290K Buy
+3,175
New +$312K 0.04% 394

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 $3.38T 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
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

Sowell Financial Services's TT Position: Q2 2026 in Review

Sowell Financial Services increased its Trane Technologies (TT) stake by 7.4% in Q2 2026, buying an estimated $96.8K and bringing the position to 3,022 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #376.

Sowell Financial Services first reported a position in TT in Q4 2018 and has held it in 15 quarters since. 1,824 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Sowell Financial Services held 3,022 shares of Trane Technologies worth $1.48M as of Q2 2026.
  • Sowell Financial Services bought 207 Trane Technologies shares in Q2 2026, an estimated $96.8K.
  • Trane Technologies made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #376 holding.
  • Sowell Financial Services first reported a position in Trane Technologies in Q4 2018 and has held it in 15 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.