Superior Planning, LLC’s Applied Industrial Technologies AIT Stock Holding History

Superior Planning, LLC’s Portfolio AIT Stock Details AIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.99K	Buy	+12	New	+$4.03K	﹤0.01%	1288

Other funds holding AIT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Superior Planning, LLC's AIT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Applied Industrial Technologies (AIT) in Q3 2026: 12 shares worth $3.99K. The stake represents ﹤0.01% of the portfolio and ranks #1288 among its holdings.

438 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

Superior Planning, LLC held 12 shares of Applied Industrial Technologies worth $3.99K as of Q3 2026.
Applied Industrial Technologies was a new Superior Planning, LLC position in Q3 2026.
Applied Industrial Technologies made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1288 holding.
438 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.