Covestor
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Covestor’s Applied Industrial Technologies AIT Stock Holding History

Covestor’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 		$17K Sell
51
-37
-42% -$12.4K 0.01% 1166
2026
Q2 		$30K Sell
88
-20
-19% -$6.14K 0.02% 1020
2026
Q1 		$29K Sell
108
-4
-4% -$1.09K 0.02% 956
2025
Q4 		$29K Hold
112
– – 0.02% 1111
2025
Q3 		$29K Sell
112
-55
-33% -$14.4K 0.02% 1131
2025
Q2 		$39K Sell
167
-17
-9% -$3.87K 0.02% 986
2025
Q1 		$42K Hold
184
– – 0.03% 911
2024
Q4 		$44K Sell
184
-48
-21% -$12K 0.03% 902
2024
Q3 		$52K Sell
232
-8
-3% -$1.63K 0.03% 860
2024
Q2 		$47K Sell
240
-52
-18% -$9.9K 0.03% 880
2024
Q1 		$58K Buy
292
+219
+300% +$40K 0.04% 824
2023
Q4 		$13K Hold
73
– – 0.01% 1367
2023
Q3 		$11K Sell
73
-7
-9% -$1.05K 0.01% 1354
2023
Q2 		$12K Sell
80
-293
-79% -$39.1K 0.01% 1341
2023
Q1 		$53K Buy
373
+252
+208% +$34.2K 0.05% 682
2022
Q4 		$15K Sell
121
-209
-63% -$25.6K 0.01% 1121
2022
Q3 		$34K Buy
330
+318
+2,650% +$32.6K 0.03% 844
2022
Q2 		$1K Sell
12
-4
-25% -$404 ﹤0.01% 1670
2022
Q1 		$2K Sell
16
-2
-11% -$199 ﹤0.01% 1650
2021
Q4 		$2K Buy
+18
New +$1.8K ﹤0.01% 1513

Other funds holding AIT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Covestor's AIT Position: Q3 2026 in Review

Covestor reduced its Applied Industrial Technologies (AIT) stake by 42% in Q3 2026, selling an estimated $12.4K and leaving 51 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #1166.

Covestor first reported a position in AIT in Q4 2021 and has held it in 20 quarters since. The position peaked at $58K in Q1 2024. 517 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Covestor held 51 shares of Applied Industrial Technologies worth $17K as of Q3 2026.
  • Covestor sold 37 Applied Industrial Technologies shares in Q3 2026, an estimated $12.4K.
  • Applied Industrial Technologies made up 0.01% of Covestor's portfolio in Q3 2026, its #1166 holding.
  • Covestor first reported a position in Applied Industrial Technologies in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Applied Industrial Technologies position peaked at $58K in Q1 2024.
  • 517 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.