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Everhart Financial Group’s Illinois Tool Works ITW Stock Holding History

Everhart Financial Group’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
Q2 		$379K Sell
1,402
-455
-25% -$118K 0.02% 320
2026
Q1 		$483K Buy
1,857
+553
+42% +$150K 0.04% 284
2025
Q4 		$321K Sell
1,304
-35
-3% -$8.72K 0.03% 318
2025
Q3 		$349K Buy
+1,339
New +$349K 0.04% 295

Other funds holding ITW

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Everhart Financial Group reduced its Illinois Tool Works (ITW) stake by 25% in Q2 2026, selling an estimated $118K and leaving 1,402 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #320.

Everhart Financial Group first reported a position in ITW in Q3 2025 and has held it in 4 quarters since. The position peaked at $483K in Q1 2026. 480 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

  • Everhart Financial Group held 1,402 shares of Illinois Tool Works worth $379K as of Q2 2026.
  • Everhart Financial Group sold 455 Illinois Tool Works shares in Q2 2026, an estimated $118K.
  • Illinois Tool Works made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #320 holding.
  • Everhart Financial Group first reported a position in Illinois Tool Works in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's Illinois Tool Works position peaked at $483K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

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