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Congress Wealth Management’s ITT ITT Stock Holding History

Congress Wealth Management’s Portfolio ITT Stock Details ITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.59M Buy
22,921
+13,345
+139% +$1.9M 0.03% 448
2025
Q1 		$1.24M Buy
9,576
+41
+0.4% +$5.84K 0.01% 583
2024
Q4 		$1.36M Sell
9,535
-13,010
-58% -$1.95M 0.02% 469
2024
Q3 		$3.37M Buy
22,545
+4,831
+27% +$658K 0.04% 351
2024
Q2 		$2.29M Buy
+17,714
New +$2.33M 0.04% 336

Other funds holding ITT

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Congress Wealth Management's ITT Position: Q2 2025 in Review

Congress Wealth Management increased its ITT (ITT) stake by 139% in Q2 2025, buying an estimated $1.9M and bringing the position to 22,921 shares worth $3.59M. The position accounts for 0.03% of the portfolio, ranked #448.

Congress Wealth Management first reported a position in ITT in Q2 2024 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold ITT as of Q2 2025.

  • Congress Wealth Management held 22,921 shares of ITT worth $3.59M as of Q2 2025.
  • Congress Wealth Management bought 13,345 ITT shares in Q2 2025, an estimated $1.9M.
  • ITT made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #448 holding.
  • Congress Wealth Management first reported a position in ITT in Q2 2024 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held ITT as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.