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Continuum Advisory’s Applied Industrial Technologies AIT Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-9
Closed -$2.03K – 454
2025
Q1 		$2.03K Buy
9
+3
+50% +$739 ﹤0.01% 1346
2024
Q4 		$1.44K Hold
6
– – ﹤0.01% 1526
2024
Q3 		$1.63K Sell
6
-18
-75% -$3.67K ﹤0.01% 1508
2024
Q2 		$4.66K Hold
24
– – ﹤0.01% 1088
2024
Q1 		$4.72K Buy
+24
New +$4.38K ﹤0.01% 1076

Other funds holding AIT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return