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Summit Securities Group’s Trane Technologies TT Stock Holding History

Summit Securities 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
2020
Q1 		– Sell
-18
Closed -$239K – 478
2019
Q4 		$239K Buy
+18
New +$2.28K 0.02% 382
2015
Q1 		– Sell
-60
Closed -$1K – 637
2014
Q4 		$1K Buy
+60
New +$3.66K ﹤0.01% 574

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Summit Securities Group's TT Position: Q1 2026 in Review

Summit Securities Group sold out of Trane Technologies (TT) in Q1 2026, closing a stake of 328 shares — an estimated $128K sold.

Summit Securities Group first reported a position in TT in Q1 2014 and held it in 16 quarters. The position peaked at $1.55M in Q4 2020. 1,744 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Summit Securities Group reported no remaining Trane Technologies position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 328 Trane Technologies shares in Q1 2026, an estimated $128K.
  • Summit Securities Group first reported a position in Trane Technologies in Q1 2014 and held it in 16 quarters.
  • Summit Securities Group's Trane Technologies position peaked at $1.55M in Q4 2020.
  • 1,744 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.