Avantax Planning Partners’s Illinois Tool Works ITW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Sell
801
-124
-13% -$32.2K 0.01% 430
2026
Q1
$241K Sell
925
-174
-16% -$47.3K 0.01% 388
2025
Q4
$271K Sell
1,099
-358
-25% -$89.2K 0.01% 366
2025
Q3
$380K Sell
1,457
-121
-8% -$31.5K 0.01% 310
2025
Q2
$390K Sell
1,578
-289
-15% -$69.8K 0.01% 303
2025
Q1
$463K Sell
1,867
-9,744
-84% -$2.5M 0.02% 269
2024
Q4
$2.94M Buy
11,611
+681
+6% +$181K 0.11% 108
2024
Q3
$2.86M Sell
10,930
-3,812
-26% -$938K 0.1% 108
2024
Q2
$3.49M Buy
14,742
+600
+4% +$148K 0.11% 105
2024
Q1
$3.79M Buy
14,142
+6,524
+86% +$1.69M 0.12% 103
2023
Q4
$2M Sell
7,618
-273
-3% -$65.4K 0.08% 112
2023
Q3
$1.82M Sell
7,891
-116
-1% -$28.3K 0.08% 112
2023
Q2
$2M Buy
8,007
+42
+0.5% +$9.84K 0.08% 107
2023
Q1
$1.94M Sell
7,965
-939
-11% -$219K 0.08% 111
2022
Q4
$1.96M Sell
8,904
-173
-2% -$36.8K 0.08% 108
2022
Q3
$1.64M Buy
9,077
+193
+2% +$38.1K 0.07% 108
2022
Q2
$1.62M Buy
8,884
+1,057
+14% +$211K 0.07% 115
2022
Q1
$1.64M Buy
7,827
+2,243
+40% +$502K 0.07% 116
2021
Q4
$1.38M Buy
5,584
+329
+6% +$76.4K 0.06% 131
2021
Q3
$1.09M Sell
5,255
-966
-16% -$218K 0.05% 133
2021
Q2
$1.39M Sell
6,221
-298
-5% -$68.2K 0.07% 109
2021
Q1
$1.44M Sell
6,519
-881
-12% -$183K 0.07% 110
2020
Q4
$1.51M Sell
7,400
-510
-6% -$104K 0.08% 97
2020
Q3
$1.53M Sell
7,910
-120
-1% -$22.8K 0.08% 102
2020
Q2
$1.4M Buy
+8,030
New +$1.31M 0.08% 103
2018
Q4
Sell
-672
Closed -$95K 738
2018
Q3
$95K Buy
+672
New +$94.7K 0.01% 359
2018
Q2
Sell
-779
Closed -$122K 840
2018
Q1
$122K Buy
+779
New +$129K 0.01% 374
2017
Q4
Sell
-1,702
Closed -$252K 335
2017
Q3
$252K Sell
1,702
-76
-4% -$10.8K 0.02% 318
2017
Q2
$255K Sell
1,778
-376
-17% -$52.4K 0.02% 284
2017
Q1
$285K Sell
2,154
-304
-12% -$39.3K 0.03% 246
2016
Q4
$301K Buy
+2,458
New +$297K 0.03% 226

Other funds holding ITW

Avantax Planning Partners's ITW Position: Q2 2026 in Review

Avantax Planning Partners reduced its Illinois Tool Works (ITW) stake by 13% in Q2 2026, selling an estimated $32.2K and leaving 801 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #430.

Avantax Planning Partners first reported a position in ITW in Q4 2016 and has held it in 31 quarters since. The position peaked at $3.79M in Q1 2024. 1,957 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

  • Avantax Planning Partners held 801 shares of Illinois Tool Works worth $217K as of Q2 2026.
  • Avantax Planning Partners sold 124 Illinois Tool Works shares in Q2 2026, an estimated $32.2K.
  • Illinois Tool Works made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #430 holding.
  • Avantax Planning Partners first reported a position in Illinois Tool Works in Q4 2016 and has held it in 31 quarters since.
  • Avantax Planning Partners's Illinois Tool Works position peaked at $3.79M in Q1 2024.
  • 1,957 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.