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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
Q2 		$323K Sell
658
-135
-17% -$63.1K 0.07% 86
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 $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 Wealth & Retirement Planning's TT Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Trane Technologies (TT) stake by 17% in Q2 2026, selling an estimated $63.1K and leaving 658 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #86.

Summit Wealth & Retirement Planning first reported a position in TT in Q2 2025 and has held it in 5 quarters since. The position peaked at $330K in Q1 2026. 1,821 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Summit Wealth & Retirement Planning held 658 shares of Trane Technologies worth $323K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 135 Trane Technologies shares in Q2 2026, an estimated $63.1K.
  • Trane Technologies made up 0.07% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #86 holding.
  • Summit Wealth & Retirement Planning first reported a position in Trane Technologies in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth & Retirement Planning's Trane Technologies position peaked at $330K in Q1 2026.
  • 1,821 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.