Creative Financial Designs’s Applied Industrial Technologies AIT Stock Holding History

Creative Financial Designs’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 Q1	$1.59K	Hold	6	–	–	﹤0.01%	1816
2025 Q4	$1.54K	Sell	6 -7	-54%	-$1.79K	﹤0.01%	1725
2025 Q3	$3.41K	Hold	13	–	–	﹤0.01%	1609
2025 Q2	$3.04K	Sell	13 -4	-24%	-$910	﹤0.01%	1616
2025 Q1	$3.84K	Buy	17 +10	+143%	+$2.46K	﹤0.01%	1543
2024 Q4	$1.69K	Sell	7 -150	-96%	-$37.4K	﹤0.01%	1623
2024 Q3	$35K	Hold	157	–	–	﹤0.01%	889
2024 Q2	$30.5K	Buy	157 +150	+2,143%	+$28.6K	﹤0.01%	895
2024 Q1	$1.38K	Buy	+7	New	+$1.28K	﹤0.01%	1522

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Creative Financial Designs's AIT Position: Q1 2026 in Review

Creative Financial Designs held its Applied Industrial Technologies (AIT) position steady in Q1 2026 at 6 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Creative Financial Designs first reported a position in AIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $35K in Q3 2024. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Creative Financial Designs held 6 shares of Applied Industrial Technologies worth $1.59K as of Q1 2026.
Creative Financial Designs left its Applied Industrial Technologies share count unchanged in Q1 2026.
Applied Industrial Technologies made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1816 holding.
Creative Financial Designs first reported a position in Applied Industrial Technologies in Q1 2024 and has held it in 9 quarters since.
Creative Financial Designs's Applied Industrial Technologies position peaked at $35K in Q3 2024.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.