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Summit Wealth & Retirement Planning’s Trane Technologies TT Stock Holding History

Summit Wealth & Retirement Planning’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 		$330K Buy
793
+95
+14% +$40.3K 0.08% 78
2025
Q4 		$272K Sell
698
-21
-3% -$8.69K 0.06% 92
2025
Q3 		$303K Hold
719
– – 0.07% 80
2025
Q2 		$314K Buy
+719
New +$284K 0.08% 74

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 Wealth & Retirement Planning's TT Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Trane Technologies (TT) stake by 14% in Q1 2026, buying an estimated $40.3K and bringing the position to 793 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #78.

Summit Wealth & Retirement Planning first reported a position in TT in Q2 2025 and has held it in 4 quarters since. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Summit Wealth & Retirement Planning held 793 shares of Trane Technologies worth $330K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 95 Trane Technologies shares in Q1 2026, an estimated $40.3K.
  • Trane Technologies made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #78 holding.
  • Summit Wealth & Retirement Planning first reported a position in Trane Technologies in Q2 2025 and has held it in 4 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.