Creative Planning’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.5M | Buy |
45,904
+13,171
| +40% | +$4.04M | 0.01% | 621 |
|
|
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
Creative Planning's AIT Position: Q2 2026 in Review
Creative Planning increased its Applied Industrial Technologies (AIT) stake by 40% in Q2 2026, buying an estimated $4.04M and bringing the position to 45,904 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #621.
Creative Planning first reported a position in AIT in Q2 2013 and has held it in 30 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.
- Creative Planning held 45,904 shares of Applied Industrial Technologies worth $15.5M as of Q2 2026.
- Creative Planning bought 13,171 Applied Industrial Technologies shares in Q2 2026, an estimated $4.04M.
- Applied Industrial Technologies made up 0.01% of Creative Planning's portfolio in Q2 2026, its #621 holding.
- Creative Planning first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 30 quarters since.
- 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.