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Center for Financial Planning’s Applied Industrial Technologies AIT Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-7
Closed -$1.63K – 661
2025
Q2 		$1.63K Hold
7
– – ﹤0.01% 575
2025
Q1 		$1.58K Hold
7
– – ﹤0.01% 604
2024
Q4 		$1.68K Buy
+7
New +$1.75K ﹤0.01% 555

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Center for Financial Planning's AIT Position: Q3 2025 in Review

Center for Financial Planning sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 7 shares — an estimated $1.63K sold.

Center for Financial Planning first reported a position in AIT in Q4 2024 and held it in 3 quarters. The position peaked at $1.68K in Q4 2024. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • Center for Financial Planning reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 7 Applied Industrial Technologies shares in Q3 2025, an estimated $1.63K.
  • Center for Financial Planning first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Applied Industrial Technologies position peaked at $1.68K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.