Position in TT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$395,874
+$59,982 QoQ
Shares Held
806
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,216
of 1,802 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Summit Wealth Partners, LLC holds $395,874 across 1 Building Products & Equipment name. TT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
806 | $395,874 |
All Filings in TT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,874 | 806 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $335,892 | 806 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||