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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
Q2 		– Sell
-1,159
Closed -$221K – 1802
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's ITT Position: Q2 2026 in Review

Root Financial Partners sold out of ITT (ITT) in Q2 2026, closing a stake of 1,159 shares — an estimated $221K sold.

Root Financial Partners first reported a position in ITT in Q3 2025 and held it in 3 quarters. The position peaked at $221K in Q1 2026. 719 funds tracked by Wall St. Rank hold ITT as of Q2 2026.

  • Root Financial Partners reported no remaining ITT position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,159 ITT shares in Q2 2026, an estimated $221K.
  • Root Financial Partners first reported a position in ITT in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ITT position peaked at $221K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held ITT as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.