AssetMark Inc
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AssetMark Inc’s Applied Industrial Technologies AIT Stock Holding History

AssetMark Inc’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 		$1.39M Sell
4,187
-1,115
-21% -$374K ﹤0.01% 1028
2026
Q2 		$1.79M Sell
5,302
-390
-7% -$120K ﹤0.01% 978
2026
Q1 		$1.51M Sell
5,692
-621
-10% -$169K ﹤0.01% 948
2025
Q4 		$1.62M Sell
6,313
-353
-5% -$90.3K ﹤0.01% 906
2025
Q3 		$1.74M Sell
6,666
-33
-0.5% -$8.66K ﹤0.01% 855
2025
Q2 		$1.56M Sell
6,699
-306
-4% -$69.6K ﹤0.01% 821
2025
Q1 		$1.58M Buy
7,005
+2,634
+60% +$649K ﹤0.01% 776
2024
Q4 		$1.05M Buy
4,371
+320
+8% +$79.8K ﹤0.01% 845
2024
Q3 		$904K Buy
+4,051
New +$826K ﹤0.01% 801
2023
Q4 		– Sell
-2
Closed -$309 – 1839
2023
Q3 		$309 Buy
+2
New +$300 ﹤0.01% 1603
2019
Q1 		– Sell
-515
Closed -$28K – 1329
2018
Q4 		$28K Buy
515
+15
+3% +$980 ﹤0.01% 807
2018
Q3 		$39K Hold
500
– – ﹤0.01% 793
2018
Q2 		$35K Sell
500
-500
-50% -$35.4K ﹤0.01% 796
2018
Q1 		$73K Sell
1,000
-12
-1% -$861 ﹤0.01% 640
2017
Q4 		$69K Buy
1,012
+12
+1% +$763 ﹤0.01% 696
2017
Q3 		$66K Hold
1,000
– – ﹤0.01% 635
2017
Q2 		$59K Hold
1,000
– – ﹤0.01% 645
2017
Q1 		$62K Hold
1,000
– – ﹤0.01% 595
2016
Q4 		$59K Hold
1,000
– – ﹤0.01% 578
2016
Q3 		$47K Hold
1,000
– – ﹤0.01% 628
2016
Q2 		$45K Hold
1,000
– – ﹤0.01% 625
2016
Q1 		$43K Hold
1,000
– – ﹤0.01% 584
2015
Q4 		$40K Buy
+1,000
New +$40.8K ﹤0.01% 661

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OP Asset Management
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AssetMark Inc's AIT Position: Q3 2026 in Review

AssetMark Inc reduced its Applied Industrial Technologies (AIT) stake by 21% in Q3 2026, selling an estimated $374K and leaving 4,187 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

AssetMark Inc first reported a position in AIT in Q4 2015 and has held it in 23 quarters since. The position peaked at $1.79M in Q2 2026. 257 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • AssetMark Inc held 4,187 shares of Applied Industrial Technologies worth $1.39M as of Q3 2026.
  • AssetMark Inc sold 1,115 Applied Industrial Technologies shares in Q3 2026, an estimated $374K.
  • Applied Industrial Technologies made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1028 holding.
  • AssetMark Inc first reported a position in Applied Industrial Technologies in Q4 2015 and has held it in 23 quarters since.
  • AssetMark Inc's Applied Industrial Technologies position peaked at $1.79M in Q2 2026.
  • 257 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.