Position in ITW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$216,646
-$24,122 QoQ
Shares Held
801
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,582
of 1,957 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $9,540,950 across 9 Specialty Industrial Machinery names. ITW ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
4,043 | $2,001,608 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,022 | $1,977,758 | |
| 3 | GEV |
GE Vernova Inc.
|
1,679 | $1,972,589 | |
| 4 | EMR |
Emerson Electric Co
|
9,739 | $1,394,137 | |
| 5 | ETN |
Eaton Corp plc
|
2,159 | $919,993 | |
| 6 | CMI |
Cummins Inc
|
786 | $560,583 | |
| 7 | DOV |
DOVER Corp
|
1,263 | $283,265 | |
| 8 | ITW |
Illinois Tool Works Inc
This page
|
801 | $216,646 |
All Filings in ITW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,646 | 801 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $240,768 | 925 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $270,683 | 1,099 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $379,927 | 1,457 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $390,160 | 1,578 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $463,034 | 1,867 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,944,085 | 11,611 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,864,425 | 10,930 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,493,264 | 14,742 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,794,722 | 14,142 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,995,458 | 7,618 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,817,376 | 7,891 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,003,031 | 8,007 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,939,079 | 7,965 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,961,551 | 8,904 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,639,760 | 9,077 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,619,109 | 8,884 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,638,973 | 7,827 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,378,131 | 5,584 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,085,840 | 5,255 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,390,766 | 6,221 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,444,088 | 6,519 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,508,712 | 7,400 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,528,291 | 7,910 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,404,045 | 8,030 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||