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Summit Financial’s Trane Technologies TT Stock Holding History

Summit Financial’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 		$4.72M Buy
9,602
+869
+10% +$406K 0.05% 356
2026
Q1 		$3.64M Buy
8,733
+1,863
+27% +$791K 0.05% 400
2025
Q4 		$2.67M Buy
6,870
+1,061
+18% +$439K 0.04% 417
2025
Q3 		$2.45M Sell
5,809
-5
-0.1% -$2.14K 0.04% 430
2025
Q2 		$2.54M Sell
5,814
-576
-9% -$227K 0.06% 259
2025
Q1 		$2.15M Sell
6,390
-522
-8% -$189K 0.06% 251
2024
Q4 		$2.55M Sell
6,912
-799
-10% -$317K 0.09% 184
2024
Q3 		$3M Buy
7,711
+187
+2% +$64.9K 0.12% 137
2024
Q2 		$2.47M Buy
7,524
+1,478
+24% +$470K 0.11% 133
2024
Q1 		$1.82M Buy
6,046
+3,113
+106% +$845K 0.11% 109
2023
Q4 		$715K Buy
+2,933
New +$642K 0.05% 209
2022
Q2 		– Sell
-1,548
Closed -$236K – 253
2022
Q1 		$236K Sell
1,548
-123
-7% -$20.1K 0.02% 233
2021
Q4 		$338K Buy
1,671
+113
+7% +$21.3K 0.03% 203
2021
Q3 		$269K Buy
1,558
+207
+15% +$39.8K 0.02% 196
2021
Q2 		$249K Buy
+1,351
New +$241K 0.02% 152

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's TT Position: Q2 2026 in Review

Summit Financial increased its Trane Technologies (TT) stake by 10% in Q2 2026, buying an estimated $406K and bringing the position to 9,602 shares worth $4.72M. The position accounts for 0.05% of the portfolio, ranked #356.

Summit Financial first reported a position in TT in Q2 2021 and has held it in 15 quarters since. 1,818 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Summit Financial held 9,602 shares of Trane Technologies worth $4.72M as of Q2 2026.
  • Summit Financial bought 869 Trane Technologies shares in Q2 2026, an estimated $406K.
  • Trane Technologies made up 0.05% of Summit Financial's portfolio in Q2 2026, its #356 holding.
  • Summit Financial first reported a position in Trane Technologies in Q2 2021 and has held it in 15 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.