Robertson Stephens Wealth Management, LLC
Position in ITW — Illinois Tool Works Inc
CIK 1767307
San Francisco, CA
Position in ITW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$383,526
-$11,854 QoQ
Shares Held
1,418
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#648
of 1,099 holders
Holding Since
Mar 2021
22 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, 2026Robertson Stephens Wealth Management, LLC holds $8,885,623 across 11 Specialty Industrial Machinery names. ITW ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,607 | $2,815,374 | |
| 2 | GEV |
GE Vernova Inc.
|
1,161 | $1,364,012 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,034 | $1,011,376 | |
| 4 | EMR |
Emerson Electric Co
|
6,403 | $916,589 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,124 | $556,469 | |
| 6 | CMI |
Cummins Inc
|
689 | $491,401 | |
| 7 | XYL |
Xylem Inc.
|
3,293 | $389,265 | |
| 8 | ITW |
Illinois Tool Works Inc
This page
|
1,418 | $383,526 |
All Filings in ITW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,526 | 1,418 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $395,380 | 1,519 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $595,060 | 2,416 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $626,084 | 2,401 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $616,147 | 2,492 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $581,087 | 2,343 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $666,609 | 2,629 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $625,561 | 2,387 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $506,620 | 2,138 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $535,050 | 1,994 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $464,157 | 1,772 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $393,139 | 1,707 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $436,779 | 1,746 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $428,472 | 1,760 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $367,019 | 1,666 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $293,375 | 1,624 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $287,043 | 1,575 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $331,061 | 1,581 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $389,944 | 1,580 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $243,823 | 1,180 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $263,800 | 1,180 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $301,931 | 1,363 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||