CIBC Private Wealth Group’s Applied Industrial Technologies AIT Stock Holding History

CIBC Private Wealth Group’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	$105K	Buy	410 +61	+17%	+$15.6K	﹤0.01%	1490
2025 Q3	$91.1K	Sell	349 -7	-2%	-$1.84K	﹤0.01%	1540
2025 Q2	$82.8K	Sell	356 -14	-4%	-$3.18K	﹤0.01%	1478
2025 Q1	$76.2K	Sell	370 -89	-19%	-$21.9K	﹤0.01%	1460
2024 Q4	$114K	Sell	459 -1	-0.2%	-$249	﹤0.01%	1372
2024 Q3	$103K	Buy	460 +64	+16%	+$13K	﹤0.01%	1463
2024 Q2	$74.7K	Buy	396 +8	+2%	+$1.52K	﹤0.01%	1511
2024 Q1	$75.8K	Buy	+388	New	+$70.9K	﹤0.01%	1506
2018 Q2	–	Sell	-125	Closed	-$9K	–	1946
2018 Q1	$9K	Hold	125	–	–	﹤0.01%	1548
2017 Q4	$9K	Buy	+125	New	+$7.95K	﹤0.01%	1563

Other funds holding AIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Private Wealth Group's AIT Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Applied Industrial Technologies (AIT) stake by 17% in Q4 2025, buying an estimated $15.6K and bringing the position to 410 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

CIBC Private Wealth Group first reported a position in AIT in Q4 2017 and has held it in 10 quarters since. The position peaked at $114K in Q4 2024. 566 funds tracked by Wall St. Rank hold AIT as of Q4 2025.

CIBC Private Wealth Group held 410 shares of Applied Industrial Technologies worth $105K as of Q4 2025.
CIBC Private Wealth Group bought 61 Applied Industrial Technologies shares in Q4 2025, an estimated $15.6K.
Applied Industrial Technologies made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1490 holding.
CIBC Private Wealth Group first reported a position in Applied Industrial Technologies in Q4 2017 and has held it in 10 quarters since.
CIBC Private Wealth Group's Applied Industrial Technologies position peaked at $114K in Q4 2024.
566 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.