Atria Wealth Solutions’s Illinois Tool Works ITW Stock Holding History

Atria Wealth Solutions’s Portfolio ITW Stock Details ITW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Sell	6,448 -12,188	-65%	-$2.94M	0.04%	475
2025 Q1	$4.64M	Buy	18,636 +1,885	+11%	+$484K	0.06%	357
2024 Q4	$4.26M	Sell	16,751 -1,020	-6%	-$271K	0.05%	399
2024 Q3	$4.67M	Sell	17,771 -421	-2%	-$104K	0.05%	369
2024 Q2	$4.32M	Buy	18,192 +1,314	+8%	+$325K	0.05%	375
2024 Q1	$4.55M	Buy	16,878 +2,742	+19%	+$712K	0.05%	364
2023 Q4	$3.71M	Buy	14,136 +1,082	+8%	+$259K	0.05%	391
2023 Q3	$3.01M	Buy	13,054 +788	+6%	+$192K	0.04%	430
2023 Q2	$3.07M	Buy	12,266 +1,320	+12%	+$309K	0.04%	438
2023 Q1	$2.68M	Buy	10,946 +169	+2%	+$39.4K	0.04%	445
2022 Q4	$2.38M	Buy	10,777 +187	+2%	+$39.8K	0.04%	449
2022 Q3	$1.92M	Buy	10,590 +7,471	+240%	+$1.47M	0.03%	497
2022 Q2	$568K	Sell	3,119 -3,659	-54%	-$732K	0.01%	908
2022 Q1	$1.42M	Buy	+6,778	New	+$1.52M	0.02%	593

Other funds holding ITW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return