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	$1.29M	Hold	5,000	–	–	0.35%	40
2026 Q2	$1.35M	Sell	5,000 -5,000	-50%	-$1.3M	0.39%	36
2026 Q1	$2.6M	Hold	10,000	–	–	0.85%	22
2025 Q4	$2.46M	Hold	10,000	–	–	0.79%	24
2025 Q3	$2.61M	Hold	10,000	–	–	0.9%	23
2025 Q2	$2.47M	Sell	10,000 -3,000	-23%	-$725K	0.94%	22
2025 Q1	$3.22M	Hold	13,000	–	–	1.31%	16
2024 Q4	$3.3M	Hold	13,000	–	–	1.33%	17
2024 Q3	$3.41M	Hold	13,000	–	–	1.37%	15
2024 Q2	$3.08M	Hold	13,000	–	–	1.49%	15
2024 Q1	$3.49K	Hold	13,000	–	–	﹤0.01%	102
2023 Q4	$3.4K	Hold	13,000	–	–	﹤0.01%	485
2023 Q3	$2.99K	Hold	13,000	–	–	﹤0.01%	80
2023 Q2	$3.25K	Sell	13,000 -3,000	-19%	-$703K	﹤0.01%	80
2023 Q1	$3.9K	Hold	16,000	–	–	﹤0.01%	78
2022 Q4	$3.52K	Hold	16,000	–	–	﹤0.01%	75
2022 Q3	$2.89M	Hold	16,000	–	–	2.41%	11
2022 Q2	$2.92M	Hold	16,000	–	–	2.72%	9
2022 Q1	$3.35M	Hold	16,000	–	–	2.34%	11
2021 Q4	$3.95M	Buy	+16,000	New	+$3.72M	2.64%	9
2021 Q2	$3.8M	Buy	+17,000	New	+$3.89M	2.63%	10

Other funds holding ITW

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 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. 562 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.
562 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.