UFPG
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United Financial Planning Group’s ITT ITT Stock Holding History

United Financial Planning 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
2026
Q1 		– Sell
-130
Closed -$22.6K – 538
2025
Q4 		$22.6K Hold
130
– – 0.01% 130
2025
Q3 		$23.2K Buy
+130
New +$21.8K 0.01% 115

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

United Financial Planning Group's ITT Position: Q1 2026 in Review

United Financial Planning Group sold out of ITT (ITT) in Q1 2026, closing a stake of 130 shares — an estimated $22.6K sold.

United Financial Planning Group first reported a position in ITT in Q3 2025 and held it in 2 quarters. The position peaked at $23.2K in Q3 2025. 723 funds tracked by Wall St. Rank hold ITT as of Q1 2026.

  • United Financial Planning Group reported no remaining ITT position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 130 ITT shares in Q1 2026, an estimated $22.6K.
  • United Financial Planning Group first reported a position in ITT in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's ITT position peaked at $23.2K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held ITT as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.