Position in ITW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,227,590
+$220,755 QoQ
Shares Held
8,236
+6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#629
of 1,957 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $68,537,069 across 19 Specialty Industrial Machinery names. ITW ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
11,576 | $13,600,179 | |
| 2 | PH |
Parker-Hannifin Corp
|
12,056 | $11,792,214 | |
| 3 | ETN |
Eaton Corp plc
|
23,340 | $9,945,640 | |
| 4 | CMI |
Cummins Inc
|
10,517 | $7,500,829 | |
| 5 | WTS |
Watts Water Technologies Inc
|
12,986 | $5,083,369 | |
| 6 | NDSN |
Nordson Corp
|
14,539 | $4,386,270 | |
| 7 | EMR |
Emerson Electric Co
|
24,469 | $3,502,737 | |
| 8 | KAI |
Kadant Inc
|
7,411 | $2,328,758 |
All Filings in ITW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,227,590 | 8,236 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,006,835 | 7,710 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,703,388 | 10,976 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,503,802 | 5,767 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,447,896 | 5,856 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,351,654 | 5,450 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,267,292 | 4,998 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,352,543 | 5,161 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,209,206 | 5,103 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,402,024 | 5,225 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,061,118 | 4,051 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,098,809 | 4,771 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,159,241 | 4,634 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,046,104 | 4,297 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $881,860 | 4,003 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $730,909 | 4,046 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $699,111 | 3,836 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||