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Defined Financial Planning’s Applied Industrial Technologies AIT Stock Holding History

Defined Financial 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
2025
Q2 		– Sell
-965
Closed -$221K – 70
2025
Q1 		$221K Hold
965
– – 0.22% 70
2024
Q4 		$231K Buy
+965
New +$241K 0.25% 63

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Defined Financial Planning's AIT Position: Q2 2025 in Review

Defined Financial Planning sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 965 shares — an estimated $221K sold.

Defined Financial Planning first reported a position in AIT in Q4 2024 and held it in 2 quarters. The position peaked at $231K in Q4 2024. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Defined Financial Planning reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 965 Applied Industrial Technologies shares in Q2 2025, an estimated $221K.
  • Defined Financial Planning first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's Applied Industrial Technologies position peaked at $231K in Q4 2024.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.