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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return