AWE
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Avidian Wealth Enterprises’s Illinois Tool Works ITW Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$395K Sell
1,534
-365
-19% -$101K 0.01% 540
2026
Q2 		$514K Buy
1,899
+65
+4% +$16.9K 0.01% 471
2026
Q1 		$477K Buy
1,834
+76
+4% +$20.7K 0.02% 446
2025
Q4 		$433K Buy
1,758
+80
+5% +$19.9K 0.02% 402
2025
Q3 		$438K Sell
1,678
-232
-12% -$60.5K 0.02% 398
2025
Q2 		$472K Sell
1,910
-74
-4% -$17.9K 0.02% 346
2025
Q1 		$492K Buy
1,984
+669
+51% +$172K 0.02% 312
2024
Q4 		$333K Sell
1,315
-104
-7% -$27.6K 0.02% 377
2024
Q3 		$372K Sell
1,419
-176
-11% -$43.3K 0.02% 356
2024
Q2 		$378K Buy
1,595
+191
+14% +$47.2K 0.02% 344
2024
Q1 		$377K Buy
1,404
+585
+71% +$152K 0.02% 317
2023
Q4 		$215K Buy
+819
New +$196K 0.01% 390
2023
Q2 		– Sell
-1,405
Closed -$342K – 452
2023
Q1 		$342K Sell
1,405
-148
-10% -$34.5K 0.02% 361
2022
Q4 		$342K Sell
1,553
-2
-0.1% -$426 0.02% 336
2022
Q3 		$281K Buy
1,555
+4
+0.3% +$789 0.02% 333
2022
Q2 		$283K Hold
1,551
– – 0.02% 365
2022
Q1 		$325K Buy
1,551
+36
+2% +$8.06K 0.02% 370
2021
Q4 		$374K Buy
1,515
+55
+4% +$12.8K 0.02% 358
2021
Q3 		$302K Buy
1,460
+145
+11% +$32.7K 0.02% 296
2021
Q2 		$294K Buy
1,315
+53
+4% +$12.1K 0.02% 309
2021
Q1 		$280K Buy
1,262
+48
+4% +$9.97K 0.02% 295
2020
Q4 		$247K Buy
1,214
+94
+8% +$19.2K 0.02% 278
2020
Q3 		$216K Buy
+1,120
New +$213K 0.02% 261

Other funds holding ITW

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Avidian Wealth Enterprises's ITW Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Illinois Tool Works (ITW) stake by 19% in Q3 2026, selling an estimated $101K and leaving 1,534 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #540.

Avidian Wealth Enterprises first reported a position in ITW in Q3 2020 and has held it in 23 quarters since. The position peaked at $514K in Q2 2026. 66 funds tracked by Wall St. Rank hold ITW as of Q3 2026.

  • Avidian Wealth Enterprises held 1,534 shares of Illinois Tool Works worth $395K as of Q3 2026.
  • Avidian Wealth Enterprises sold 365 Illinois Tool Works shares in Q3 2026, an estimated $101K.
  • Illinois Tool Works made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #540 holding.
  • Avidian Wealth Enterprises first reported a position in Illinois Tool Works in Q3 2020 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's Illinois Tool Works position peaked at $514K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.