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Forum Financial Management’s ITT ITT Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,682
Closed -$292K – 664
2025
Q4 		$292K Buy
1,682
+13
+0.8% +$2.33K ﹤0.01% 759
2025
Q3 		$298K Buy
1,669
+101
+6% +$16.9K ﹤0.01% 744
2025
Q2 		$246K Buy
+1,568
New +$223K ﹤0.01% 781
2025
Q1 		– Sell
-1,421
Closed -$203K – 900
2024
Q4 		$203K Buy
+1,421
New +$213K ﹤0.01% 843

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Financial Management's ITT Position: Q1 2026 in Review

Forum Financial Management sold out of ITT (ITT) in Q1 2026, closing a stake of 1,682 shares — an estimated $292K sold.

Forum Financial Management first reported a position in ITT in Q4 2024 and held it in 4 quarters. The position peaked at $298K in Q3 2025. 720 funds tracked by Wall St. Rank hold ITT as of Q1 2026.

  • Forum Financial Management reported no remaining ITT position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,682 ITT shares in Q1 2026, an estimated $292K.
  • Forum Financial Management first reported a position in ITT in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's ITT position peaked at $298K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held ITT as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.