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AE Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

AE Wealth Management’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
2025
Q4 		– Sell
-1,175
Closed -$307K – 2457
2025
Q3 		$307K Buy
1,175
+63
+6% +$16.5K ﹤0.01% 1175
2025
Q2 		$259K Sell
1,112
-53
-5% -$12.1K ﹤0.01% 1184
2025
Q1 		$263K Sell
1,165
-6
-0.5% -$1.48K ﹤0.01% 1148
2024
Q4 		$280K Buy
+1,171
New +$292K ﹤0.01% 1130

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's AIT Position: Q4 2025 in Review

AE Wealth Management sold out of Applied Industrial Technologies (AIT) in Q4 2025, closing a stake of 1,175 shares — an estimated $307K sold.

AE Wealth Management first reported a position in AIT in Q4 2024 and held it in 4 quarters. The position peaked at $307K in Q3 2025. 567 funds tracked by Wall St. Rank hold AIT as of Q4 2025.

  • AE Wealth Management reported no remaining Applied Industrial Technologies position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,175 Applied Industrial Technologies shares in Q4 2025, an estimated $307K.
  • AE Wealth Management first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 4 quarters.
  • AE Wealth Management's Applied Industrial Technologies position peaked at $307K in Q3 2025.
  • 567 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.