Creative Planning
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Creative Planning’s Applied Industrial Technologies AIT Stock Holding History

Creative 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
2026
Q1 		$8.68M Buy
32,733
+11,511
+54% +$3.13M 0.01% 793
2025
Q4 		$5.45M Buy
21,222
+3,380
+19% +$865K ﹤0.01% 944
2025
Q3 		$4.66M Buy
17,842
+3,293
+23% +$864K ﹤0.01% 932
2025
Q2 		$3.38M Sell
14,549
-1,248
-8% -$284K ﹤0.01% 963
2025
Q1 		$3.56M Buy
15,797
+1,493
+10% +$368K ﹤0.01% 847
2024
Q4 		$3.43M Buy
14,304
+3,065
+27% +$764K ﹤0.01% 828
2024
Q3 		$2.51M Buy
11,239
+2,400
+27% +$489K ﹤0.01% 951
2024
Q2 		$1.71M Buy
8,839
+1,034
+13% +$197K ﹤0.01% 1069
2024
Q1 		$1.54M Buy
7,805
+2,189
+39% +$400K ﹤0.01% 1087
2023
Q4 		$970K Buy
5,616
+2,546
+83% +$412K ﹤0.01% 1246
2023
Q3 		$475K Buy
3,070
+671
+28% +$101K ﹤0.01% 1598
2023
Q2 		$347K Buy
2,399
+107
+5% +$14.3K ﹤0.01% 1799
2023
Q1 		$326K Buy
+2,292
New +$311K ﹤0.01% 1752
2017
Q3 		– Sell
-1,885
Closed -$111K – 1929
2017
Q2 		$111K Sell
1,885
-156
-8% -$9.56K ﹤0.01% 1913
2017
Q1 		$126K Hold
2,041
– – ﹤0.01% 1804
2016
Q4 		$121K Sell
2,041
-114
-5% -$6.19K ﹤0.01% 1730
2016
Q3 		$101K Buy
2,155
+1
+0% +$47 ﹤0.01% 1838
2016
Q2 		$97K Buy
2,154
+1
+0% +$45 ﹤0.01% 1695
2016
Q1 		$93K Sell
2,153
-1,999
-48% -$78.8K ﹤0.01% 1676
2015
Q4 		$168K Buy
4,152
+4,001
+2,650% +$163K ﹤0.01% 1307
2015
Q3 		$6K Buy
+151
New +$5.97K ﹤0.01% 3497
2015
Q2 		– Sell
-107
Closed -$5K – 1146
2015
Q1 		$5K Buy
107
+100
+1,429% +$4.27K ﹤0.01% 3507
2014
Q4 		$0 Hold
7
– – ﹤0.01% 4130
2014
Q3 		$0 Hold
7
– – ﹤0.01% 3981
2014
Q2 		$0 Hold
7
– – ﹤0.01% 3759
2014
Q1 		$0 Hold
7
– – ﹤0.01% 3612
2013
Q4 		$0 Hold
7
– – ﹤0.01% 3303
2013
Q3 		$0 Hold
7
– – ﹤0.01% 3198
2013
Q2 		$0 Buy
+7
New +$319 ﹤0.01% 3061

Other funds holding AIT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Creative Planning's AIT Position: Q1 2026 in Review

Creative Planning increased its Applied Industrial Technologies (AIT) stake by 54% in Q1 2026, buying an estimated $3.13M and bringing the position to 32,733 shares worth $8.68M. The position accounts for 0.01% of the portfolio, ranked #793.

Creative Planning first reported a position in AIT in Q2 2013 and has held it in 29 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Creative Planning held 32,733 shares of Applied Industrial Technologies worth $8.68M as of Q1 2026.
  • Creative Planning bought 11,511 Applied Industrial Technologies shares in Q1 2026, an estimated $3.13M.
  • Applied Industrial Technologies made up 0.01% of Creative Planning's portfolio in Q1 2026, its #793 holding.
  • Creative Planning first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 29 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.