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EP Wealth Advisors’s ITT ITT Stock Holding History

EP Wealth Advisors’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
2026
Q2 		– Sell
-3,734
Closed -$711K – 1798
2026
Q1 		$711K Buy
3,734
+801
+27% +$152K ﹤0.01% 758
2025
Q4 		$509K Buy
+2,933
New +$526K ﹤0.01% 871
2025
Q2 		$420K Sell
2,679
-9
-0.3% -$1.28K ﹤0.01% 853
2025
Q1 		$347K Buy
2,688
+205
+8% +$29.2K ﹤0.01% 846
2024
Q4 		$355K Hold
2,483
– – ﹤0.01% 806
2024
Q3 		$371K Buy
+2,483
New +$338K ﹤0.01% 784

Other funds holding ITT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EP Wealth Advisors's ITT Position: Q2 2026 in Review

EP Wealth Advisors sold out of ITT (ITT) in Q2 2026, closing a stake of 3,734 shares — an estimated $711K sold.

EP Wealth Advisors first reported a position in ITT in Q3 2024 and held it in 6 quarters. The position peaked at $711K in Q1 2026. 714 funds tracked by Wall St. Rank hold ITT as of Q2 2026.

  • EP Wealth Advisors reported no remaining ITT position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,734 ITT shares in Q2 2026, an estimated $711K.
  • EP Wealth Advisors first reported a position in ITT in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's ITT position peaked at $711K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held ITT as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.