Planned Solutions’s Illinois Tool Works ITW Stock Holding History

Planned Solutions’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 Q3	$2.06M	Sell	8,013 -108	-1%	-$30K	0.56%	28
2026 Q2	$2.2M	Buy	8,121 +16	+0.2%	+$4.15K	0.63%	24
2026 Q1	$2.11M	Hold	8,105	–	–	0.69%	24
2025 Q4	$2M	Buy	8,105 +8	+0.1%	+$1.99K	0.64%	26
2025 Q3	$2.11M	Hold	8,097	–	–	0.73%	24
2025 Q2	$2M	Hold	8,097	–	–	0.76%	24
2025 Q1	$2.01M	Sell	8,097 -60	-0.7%	-$15.4K	0.81%	23
2024 Q4	$2.07M	Hold	8,157	–	–	0.83%	20
2024 Q3	$2.14M	Hold	8,157	–	–	0.86%	19
2024 Q2	$1.93M	Sell	8,157 -343	-4%	-$84.7K	0.94%	19
2024 Q1	$2.28M	Hold	8,500	–	–	1.12%	17
2023 Q4	$2.23M	Hold	8,500	–	–	1.04%	16
2023 Q3	$1.96M	Hold	8,500	–	–	1.18%	16
2023 Q2	$2.13M	Sell	8,500 -420	-5%	-$98.4K	1.26%	15
2023 Q1	$2.17M	Hold	8,920	–	–	1.38%	15
2022 Q4	$1.97M	Hold	8,920	–	–	1.44%	14
2022 Q3	$1.61M	Hold	8,920	–	–	1.35%	17
2022 Q2	$1.63M	Hold	8,920	–	–	1.52%	14
2022 Q1	$1.87M	Hold	8,920	–	–	1.3%	14
2021 Q4	$2.2M	Buy	+8,920	New	+$2.07M	1.47%	14
2021 Q2	$1.99M	Sell	8,920 -95	-1%	-$21.8K	1.38%	14
2021 Q1	$2M	Hold	9,015	–	–	1.56%	12
2020 Q4	$1.84M	Sell	9,015 -25,827	-74%	-$5.28M	1.47%	11
2020 Q3	$6.73M	Buy	+34,842	New	+$6.62M	6.58%	5

Other funds holding ITW

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Planned Solutions's ITW Position: Q3 2026 in Review

Planned Solutions reduced its Illinois Tool Works (ITW) stake by 1.3% in Q3 2026, selling an estimated $30K and leaving 8,013 shares worth $2.06M. The position accounts for 0.56% of the portfolio, ranked #28.

Planned Solutions first reported a position in ITW in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.73M in Q3 2020. 999 funds tracked by Wall St. Rank hold ITW as of Q3 2026.

Planned Solutions held 8,013 shares of Illinois Tool Works worth $2.06M as of Q3 2026.
Planned Solutions sold 108 Illinois Tool Works shares in Q3 2026, an estimated $30K.
Illinois Tool Works made up 0.56% of Planned Solutions's portfolio in Q3 2026, its #28 holding.
Planned Solutions first reported a position in Illinois Tool Works in Q3 2020 and has held it in 24 quarters since.
Planned Solutions's Illinois Tool Works position peaked at $6.73M in Q3 2020.
999 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.