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Univest Financial’s Trane Technologies TT Stock Holding History

Univest 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 		$407K Buy
830
+107
+15% +$50K 0.02% 219
2026
Q1 		$301K Buy
723
+1
+0.1% +$425 0.02% 226
2025
Q4 		$281K Buy
722
+2
+0.3% +$827 0.01% 236
2025
Q3 		$304K Hold
720
– – 0.02% 227
2025
Q2 		$315K Hold
720
– – 0.02% 222
2025
Q1 		$242K Hold
720
– – 0.02% 245
2024
Q4 		$266K Buy
720
+1
+0.1% +$397 0.02% 249
2024
Q3 		$280K Buy
+719
New +$249K 0.02% 245

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

Univest Financial's TT Position: Q2 2026 in Review

Univest Financial increased its Trane Technologies (TT) stake by 15% in Q2 2026, buying an estimated $50K and bringing the position to 830 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #219.

Univest Financial first reported a position in TT in Q3 2024 and has held it in 8 quarters since. 1,817 funds tracked by Wall St. Rank hold TT as of Q2 2026.

  • Univest Financial held 830 shares of Trane Technologies worth $407K as of Q2 2026.
  • Univest Financial bought 107 Trane Technologies shares in Q2 2026, an estimated $50K.
  • Trane Technologies made up 0.02% of Univest Financial's portfolio in Q2 2026, its #219 holding.
  • Univest Financial first reported a position in Trane Technologies in Q3 2024 and has held it in 8 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.