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Trane Technologies shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Trane Technologies (TT) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Trane Technologies

Tip: Access up to 7 years of quarterly data

All positions including Trane Technologies held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trane Technologies by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 719 421.96
2025-06-30 $315k 719 437.41

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Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Trane Technologies

BlackRock
Vanguard Group
Jpmorgan Chase & Co
FMR
State Street Corporation
Geode Capital Management
Morgan Stanley
Ameriprise Financial
Northern Trust
Nordea Investment Management Ab
Bank of New York Mellon
Ubs Global Asset Management Americas
Wellington Management Company
Nuveen
Massachusetts Financial Services

View all funds holding Trane Technologies