Rise Advisors’s ITT ITT Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-122	Closed	-$21.8K	–	757
2025 Q3	$21.8K	Hold	122	–	–	0.01%	530
2025 Q2	$19.1K	Buy	122 +1	+0.8%	+$142	0.01%	564
2025 Q1	$15.7K	Sell	121 -86	-42%	-$12.2K	0.01%	662
2024 Q4	$29.6K	Sell	207 -10	-5%	-$1.5K	0.01%	395
2024 Q3	$32.5K	Buy	217 +1	+0.5%	+$136	0.02%	379
2024 Q2	$27.9K	Sell	216 -15	-6%	-$1.97K	0.01%	416
2024 Q1	$31.4K	Buy	231 +205	+788%	+$25.4K	0.02%	366
2023 Q4	$3.08K	Hold	26	–	–	﹤0.01%	424
2023 Q3	$2.51K	Hold	26	–	–	﹤0.01%	441
2023 Q2	$2.38K	Buy	26 +1	+4%	+$84	﹤0.01%	497
2023 Q1	$2.2K	Hold	25	–	–	﹤0.01%	559
2022 Q4	$2.07K	Hold	25	–	–	﹤0.01%	560
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	550
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	556
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	535
2021 Q4	$2.57K	Buy	+25	New	+$2.44K	﹤0.01%	500

Other funds holding ITT

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return