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Regent Peak Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

Regent Peak Wealth Advisors’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 		$578K Sell
2,137
-86
-4% -$22.3K 0.11% 84
2026
Q1 		$579K Sell
2,223
-273
-11% -$74.3K 0.12% 78
2025
Q4 		$615K Buy
2,496
+28
+1% +$6.98K 0.12% 76
2025
Q3 		$644K Buy
+2,468
New +$643K 0.13% 68
2025
Q1 		$689K Sell
2,778
-383
-12% -$98.4K 0.16% 62
2024
Q4 		$802K Sell
3,161
-6,055
-66% -$1.61M 0.18% 59
2024
Q3 		$2.42M Sell
9,216
-796
-8% -$196K 0.55% 39
2024
Q2 		$23.7M Buy
10,012
+134
+1% +$33.1K 5.43% 2
2024
Q1 		$2.65M Sell
9,878
-744
-7% -$193K 0.67% 35
2023
Q4 		$2.78M Buy
10,622
+249
+2% +$59.7K 0.75% 32
2023
Q3 		$2.39M Buy
10,373
+850
+9% +$207K 0.73% 31
2023
Q2 		$2.38M Sell
9,523
-603
-6% -$141K 0.69% 35
2023
Q1 		$2.47M Buy
10,126
+614
+6% +$143K 0.76% 32
2022
Q4 		$2.11M Buy
9,512
+766
+9% +$163K 0.69% 37
2022
Q3 		$1.58M Buy
8,746
+103
+1% +$20.3K 0.56% 45
2022
Q2 		$1.57M Buy
8,643
+48
+0.6% +$9.6K 0.51% 46
2022
Q1 		$1.8M Buy
8,595
+130
+2% +$29.1K 0.52% 46
2021
Q4 		$2.09M Sell
8,465
-52
-0.6% -$12.1K 0.57% 38
2021
Q3 		$1.76M Buy
8,517
+169
+2% +$38.1K 0.5% 45
2021
Q2 		$1.89M Buy
8,348
+871
+12% +$199K 0.53% 44
2021
Q1 		$1.66M Buy
7,477
+229
+3% +$47.6K 0.54% 43
2020
Q4 		$1.48M Buy
7,248
+78
+1% +$15.9K 0.49% 43
2020
Q3 		$1.39M Buy
7,170
+377
+6% +$71.6K 0.59% 42
2020
Q2 		$1.19M Buy
6,793
+252
+4% +$41.2K 0.54% 44
2020
Q1 		$929K Buy
6,541
+229
+4% +$38.9K 0.52% 45
2019
Q4 		$1.13M Buy
+6,312
New +$1.07M 0.52% 42

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Regent Peak Wealth Advisors's ITW Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Illinois Tool Works (ITW) stake by 3.9% in Q2 2026, selling an estimated $22.3K and leaving 2,137 shares worth $578K. The position accounts for 0.11% of the portfolio, ranked #84.

Regent Peak Wealth Advisors first reported a position in ITW in Q4 2019 and has held it in 26 quarters since. The position peaked at $23.7M in Q2 2024. 376 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,137 shares of Illinois Tool Works worth $578K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 86 Illinois Tool Works shares in Q2 2026, an estimated $22.3K.
  • Illinois Tool Works made up 0.11% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Regent Peak Wealth Advisors first reported a position in Illinois Tool Works in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Illinois Tool Works position peaked at $23.7M in Q2 2024.
  • 376 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.