SageView Advisory Group’s ITT ITT Stock Holding History

SageView Advisory Group’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	$197K	Sell	1,137 -997	-47%	-$179K	0.01%	613
2025 Q3	$381K	Buy	2,134 +30	+1%	+$5.03K	0.01%	443
2025 Q2	$342K	Buy	2,104 +104	+5%	+$14.8K	0.01%	459
2025 Q1	$258K	Hold	2,000	–	–	0.01%	511
2024 Q4	$286K	Hold	2,000	–	–	0.01%	476
2024 Q3	$299K	Hold	2,000	–	–	0.02%	397
2024 Q2	$258K	Sell	2,000 -7,666	-79%	-$1.01M	0.01%	471
2024 Q1	$491K	Buy	9,666 +7,666	+383%	+$951K	0.02%	326
2023 Q4	$247K	Buy	+2,000	New	+$210K	0.01%	567

Other funds holding ITT

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 $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Select Equity Group New York $19.5B 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SageView Advisory Group's ITT Position: Q4 2025 in Review

SageView Advisory Group reduced its ITT (ITT) stake by 47% in Q4 2025, selling an estimated $179K and leaving 1,137 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #613.

SageView Advisory Group first reported a position in ITT in Q4 2023 and has held it in 9 quarters since. The position peaked at $491K in Q1 2024. 683 funds tracked by Wall St. Rank hold ITT as of Q4 2025.

SageView Advisory Group held 1,137 shares of ITT worth $197K as of Q4 2025.
SageView Advisory Group sold 997 ITT shares in Q4 2025, an estimated $179K.
ITT made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #613 holding.
SageView Advisory Group first reported a position in ITT in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's ITT position peaked at $491K in Q1 2024.
683 funds tracked by Wall St. Rank held ITT as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.