EFG
ITT icon

Everhart Financial Group’s ITT ITT Stock Holding History

Everhart Financial Group’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 		$1.69M Sell
8,523
-362
-4% -$73.2K 0.11% 98
2026
Q1 		$1.69M Buy
8,885
+352
+4% +$67K 0.14% 93
2025
Q4 		$1.48M Buy
8,533
+264
+3% +$47.3K 0.14% 98
2025
Q3 		$1.48M Buy
8,269
+726
+10% +$122K 0.15% 93
2025
Q2 		$1.18M Sell
7,543
-1,359
-15% -$194K 0.14% 103
2025
Q1 		$1.15M Buy
8,902
+600
+7% +$85.5K 0.16% 92
2024
Q4 		$1.19M Buy
8,302
+617
+8% +$92.4K 0.24% 83
2024
Q3 		$1.15M Buy
7,685
+500
+7% +$68.1K 0.25% 83
2024
Q2 		$928K Buy
7,185
+1,045
+17% +$137K 0.24% 82
2024
Q1 		$835K Buy
6,140
+522
+9% +$64.7K 0.24% 84
2023
Q4 		$670K Buy
5,618
+1,427
+34% +$150K 0.24% 85
2023
Q3 		$410K Buy
4,191
+212
+5% +$20.8K 0.17% 113
2023
Q2 		$371K Buy
3,979
+442
+12% +$37.1K 0.15% 128
2023
Q1 		$305K Buy
3,537
+530
+18% +$46.6K 0.14% 135
2022
Q4 		$244K Sell
3,007
-54
-2% -$4.18K 0.12% 146
2022
Q3 		$200K Buy
+3,061
New +$223K 0.11% 192

Other funds holding ITT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Everhart Financial Group's ITT Position: Q2 2026 in Review

Everhart Financial Group reduced its ITT (ITT) stake by 4.1% in Q2 2026, selling an estimated $73.2K and leaving 8,523 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #98.

Everhart Financial Group first reported a position in ITT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.69M in Q1 2026. 86 funds tracked by Wall St. Rank hold ITT as of Q2 2026.

  • Everhart Financial Group held 8,523 shares of ITT worth $1.69M as of Q2 2026.
  • Everhart Financial Group sold 362 ITT shares in Q2 2026, an estimated $73.2K.
  • ITT made up 0.11% of Everhart Financial Group's portfolio in Q2 2026, its #98 holding.
  • Everhart Financial Group first reported a position in ITT in Q3 2022 and has held it in 16 quarters since.
  • Everhart Financial Group's ITT position peaked at $1.69M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held ITT as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.