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Holistic Planning’s Illinois Tool Works ITW Stock Holding History

Holistic Planning’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 		$208K Buy
+770
New +$200K 0.03% 323

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Vanguard Capital Management
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State Street
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Holistic Planning's ITW Position: Q2 2026 in Review

Holistic Planning opened a new position in Illinois Tool Works (ITW) in Q2 2026: 770 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings.

1,958 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

  • Holistic Planning held 770 shares of Illinois Tool Works worth $208K as of Q2 2026.
  • Illinois Tool Works was a new Holistic Planning position in Q2 2026.
  • Illinois Tool Works made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #323 holding.
  • 1,958 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.