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Summit Financial Wealth Advisors’s Trane Technologies TT Stock Holding History

Summit Financial Wealth 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
Q2 		$487K Buy
+991
New +$463K 0.06% 133
2015
Q4 		– Sell
-428
Closed -$21K – 206
2015
Q3 		$21K Hold
428
– – 0.01% 161
2015
Q2 		$28K Hold
428
– – 0.02% 180
2015
Q1 		$29K Buy
+428
New +$28.3K 0.02% 148

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

Summit Financial Wealth Advisors's TT Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Trane Technologies (TT) in Q2 2026: 991 shares worth $487K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in TT as recently as Q3 2015.

Summit Financial Wealth Advisors first reported a position in TT in Q1 2015 and has held it in 4 quarters since. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Summit Financial Wealth Advisors held 991 shares of Trane Technologies worth $487K as of Q2 2026.
  • Trane Technologies was a new Summit Financial Wealth Advisors position in Q2 2026.
  • Trane Technologies made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Summit Financial Wealth Advisors first reported a position in Trane Technologies in Q1 2015 and has held it in 4 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.