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Root Financial Partners’s ITT ITT Stock Holding History

Root Financial Partners’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
2026
Q1 		$221K Buy
1,159
+681
+142% +$130K 0.01% 311
2025
Q4 		$83K Sell
478
-24
-5% -$4.3K ﹤0.01% 535
2025
Q3 		$89.8K Buy
+502
New +$84.2K 0.01% 475

Other funds holding ITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's ITT Position: Q1 2026 in Review

Root Financial Partners increased its ITT (ITT) stake by 142% in Q1 2026, buying an estimated $130K and bringing the position to 1,159 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #311.

Root Financial Partners first reported a position in ITT in Q3 2025 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold ITT as of Q1 2026.

  • Root Financial Partners held 1,159 shares of ITT worth $221K as of Q1 2026.
  • Root Financial Partners bought 681 ITT shares in Q1 2026, an estimated $130K.
  • ITT made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #311 holding.
  • Root Financial Partners first reported a position in ITT in Q3 2025 and has held it in 3 quarters since.
  • 716 funds tracked by Wall St. Rank held ITT as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.