United Capital Financial Advisors’s ITT ITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $531K | Buy |
2,786
+594
| +27% | +$113K | ﹤0.01% | 1041 |
|
|
2025
Q4 | $380K | Sell |
2,192
-69
| -3% | -$12.4K | ﹤0.01% | 1079 |
|
|
2025
Q3 | $404K | Buy |
2,261
+24
| +1% | +$4.03K | ﹤0.01% | 931 |
|
|
2025
Q2 | $351K | Buy |
2,237
+37
| +2% | +$5.27K | ﹤0.01% | 879 |
|
|
2025
Q1 | $284K | Buy |
2,200
+37
| +2% | +$5.27K | ﹤0.01% | 907 |
|
|
2024
Q4 | $309K | Buy |
2,163
+2
| +0.1% | +$299 | ﹤0.01% | 871 |
|
|
2024
Q3 | $323K | Buy |
2,161
+40
| +2% | +$5.45K | ﹤0.01% | 852 |
|
|
2024
Q2 | $274K | Sell |
2,121
-152
| -7% | -$20K | ﹤0.01% | 886 |
|
|
2024
Q1 | $309K | Sell |
2,273
-147
| -6% | -$18.2K | ﹤0.01% | 865 |
|
|
2023
Q4 | $289K | Buy |
+2,420
| New | +$254K | ﹤0.01% | 886 |
|
|
2023
Q3 | – | Sell |
-2,154
| Closed | -$201K | – | 870 |
|
|
2023
Q2 | $201K | Sell |
2,154
-252
| -10% | -$21.2K | ﹤0.01% | 858 |
|
|
2023
Q1 | $208K | Buy |
+2,406
| New | +$211K | ﹤0.01% | 925 |
|
|
2022
Q2 | – | Sell |
-6,119
| Closed | -$460K | – | 1160 |
|
|
2022
Q1 | $460K | Buy |
6,119
+18
| +0.3% | +$1.59K | ﹤0.01% | 855 |
|
|
2021
Q4 | $623K | Buy |
6,101
+5
| +0.1% | +$489 | ﹤0.01% | 802 |
|
|
2021
Q3 | $523K | Sell |
6,096
-8
| -0.1% | -$751 | ﹤0.01% | 843 |
|
|
2021
Q2 | $559K | Sell |
6,104
-26
| -0.4% | -$2.42K | ﹤0.01% | 834 |
|
|
2021
Q1 | $557K | Buy |
6,130
+51
| +0.8% | +$4.21K | ﹤0.01% | 822 |
|
|
2020
Q4 | $468K | Buy |
6,079
+1,503
| +33% | +$105K | ﹤0.01% | 864 |
|
|
2020
Q3 | $270K | Buy |
4,576
+2
| +0% | +$121 | ﹤0.01% | 984 |
|
|
2020
Q2 | $269K | Hold |
4,574
| – | – | ﹤0.01% | 1021 |
|
|
2020
Q1 | $207K | Hold |
4,574
| – | – | ﹤0.01% | 1062 |
|
|
2019
Q4 | $338K | Sell |
4,574
-1,471
| -24% | -$97.8K | ﹤0.01% | 1099 |
|
|
2019
Q3 | $370K | Sell |
6,045
-276
| -4% | -$16.6K | ﹤0.01% | 1032 |
|
|
2019
Q2 | $405K | Sell |
6,321
-1
| -0% | -$61 | ﹤0.01% | 1113 |
|
|
2019
Q1 | $365K | Sell |
6,322
-300
| -5% | -$16.4K | ﹤0.01% | 1072 |
|
|
2018
Q4 | $312K | Sell |
6,622
-5
| -0.1% | -$264 | ﹤0.01% | 1049 |
|
|
2018
Q3 | $406K | Buy |
6,627
+47
| +0.7% | +$2.71K | ﹤0.01% | 1015 |
|
|
2018
Q2 | $340K | Buy |
6,580
+30
| +0.5% | +$1.56K | ﹤0.01% | 1046 |
|
|
2018
Q1 | $321K | Sell |
6,550
-124
| -2% | -$6.55K | ﹤0.01% | 1069 |
|
|
2017
Q4 | $358K | Sell |
6,674
-43
| -0.6% | -$2.16K | ﹤0.01% | 1056 |
|
|
2017
Q3 | $297K | Sell |
6,717
-13
| -0.2% | -$536 | ﹤0.01% | 1117 |
|
|
2017
Q2 | $270K | Buy |
6,730
+130
| +2% | +$5.19K | ﹤0.01% | 1106 |
|
|
2017
Q1 | $271K | Buy |
6,600
+42
| +0.6% | +$1.73K | ﹤0.01% | 1079 |
|
|
2016
Q4 | $253K | Sell |
6,558
-803
| -11% | -$30.3K | ﹤0.01% | 1105 |
|
|
2016
Q3 | $264K | Buy |
7,361
+69
| +0.9% | +$2.36K | ﹤0.01% | 1109 |
|
|
2016
Q2 | $233K | Buy |
+7,292
| New | +$262K | ﹤0.01% | 1123 |
|
|
2014
Q4 | – | Sell |
-4,824
| Closed | -$217K | – | 1171 |
|
|
2014
Q3 | $217K | Buy |
+4,824
| New | +$229K | ﹤0.01% | 1024 |
|
Other funds holding ITT
VPM
VCM
United Capital Financial Advisors's ITT Position: Q1 2026 in Review
United Capital Financial Advisors increased its ITT (ITT) stake by 27% in Q1 2026, buying an estimated $113K and bringing the position to 2,786 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.
United Capital Financial Advisors first reported a position in ITT in Q3 2014 and has held it in 37 quarters since. The position peaked at $623K in Q4 2021. 715 funds tracked by Wall St. Rank hold ITT as of Q1 2026.
- United Capital Financial Advisors held 2,786 shares of ITT worth $531K as of Q1 2026.
- United Capital Financial Advisors bought 594 ITT shares in Q1 2026, an estimated $113K.
- ITT made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1041 holding.
- United Capital Financial Advisors first reported a position in ITT in Q3 2014 and has held it in 37 quarters since.
- United Capital Financial Advisors's ITT position peaked at $623K in Q4 2021.
- 715 funds tracked by Wall St. Rank held ITT as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.