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Summit Trail Advisors’s Trane Technologies TT Stock Holding History

Summit Trail 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
Q1 		$3.27M Buy
7,849
+1,737
+28% +$737K 0.05% 272
2025
Q4 		$2.38M Sell
6,112
-381
-6% -$158K 0.04% 314
2025
Q3 		$2.74M Sell
6,493
-56
-0.9% -$23.9K 0.04% 285
2025
Q2 		$2.86M Buy
6,549
+1,041
+19% +$411K 0.05% 194
2025
Q1 		$1.86M Buy
5,508
+813
+17% +$294K 0.06% 104
2024
Q4 		$1.73M Buy
4,695
+414
+10% +$164K 0.06% 91
2024
Q3 		$1.66M Buy
4,281
+302
+8% +$105K 0.04% 187
2024
Q2 		$1.31M Buy
3,979
+69
+2% +$21.9K 0.03% 195
2024
Q1 		$1.17M Buy
3,910
+60
+2% +$16.3K 0.03% 195
2023
Q4 		$939K Sell
3,850
-108
-3% -$23.6K 0.03% 188
2023
Q3 		$803K Buy
3,958
+2
+0.1% +$401 0.03% 194
2023
Q2 		$757K Buy
3,956
+130
+3% +$23.1K 0.03% 199
2023
Q1 		$704K Buy
3,826
+367
+11% +$66.6K 0.03% 174
2022
Q4 		$581K Buy
3,459
+430
+14% +$71K 0.03% 165
2022
Q3 		$439K Buy
3,029
+165
+6% +$24.7K 0.02% 201
2022
Q2 		$372K Sell
2,864
-403
-12% -$55.7K 0.02% 231
2022
Q1 		$499K Buy
3,267
+80
+3% +$13.1K 0.04% 175
2021
Q4 		$644K Sell
3,187
-4
-0.1% -$753 0.04% 156
2021
Q3 		$551K Buy
3,191
+68
+2% +$13.1K 0.04% 157
2021
Q2 		$575K Buy
3,123
+11
+0.4% +$1.96K 0.05% 130
2021
Q1 		$515K Buy
3,112
+395
+15% +$61.1K 0.06% 123
2020
Q4 		$394K Buy
+2,717
New +$375K 0.05% 129
2020
Q3 		– Sell
-2,707
Closed -$241K – 239
2020
Q2 		$241K Sell
2,707
-268
-9% -$23.3K 0.05% 136
2020
Q1 		$246K Buy
+2,975
New +$361K 0.07% 99
2018
Q1 		– Sell
-952
Closed -$87K – 1567
2017
Q4 		$87K Buy
+952
New +$83.9K 0.01% 665

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 Trail Advisors's TT Position: Q1 2026 in Review

Summit Trail Advisors increased its Trane Technologies (TT) stake by 28% in Q1 2026, buying an estimated $737K and bringing the position to 7,849 shares worth $3.27M. The position accounts for 0.05% of the portfolio, ranked #272.

Summit Trail Advisors first reported a position in TT in Q4 2017 and has held it in 25 quarters since. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Summit Trail Advisors held 7,849 shares of Trane Technologies worth $3.27M as of Q1 2026.
  • Summit Trail Advisors bought 1,737 Trane Technologies shares in Q1 2026, an estimated $737K.
  • Trane Technologies made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #272 holding.
  • Summit Trail Advisors first reported a position in Trane Technologies in Q4 2017 and has held it in 25 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.