Edgestream Partners’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 Q1	$2.6M	Sell	9,802 -29,530	-75%	-$8.04M	0.09%	429
2025 Q4	$10.1M	Buy	+39,332	New	+$10.1M	0.28%	62
2025 Q3	–	Sell	-40,583	Closed	-$9.43M	–	852
2025 Q2	$9.43M	Buy	40,583 +32,615	+409%	+$7.42M	0.26%	86
2025 Q1	$1.8M	Buy	7,968 +3,969	+99%	+$978K	0.06%	515
2024 Q4	$958K	Buy	3,999 +433	+12%	+$108K	0.04%	580
2024 Q3	$796K	Sell	3,566 -1,095	-23%	-$223K	0.04%	616
2024 Q2	$904K	Sell	4,661 -2,681	-37%	-$511K	0.04%	544
2024 Q1	$1.45M	Sell	7,342 -17,615	-71%	-$3.22M	0.07%	416
2023 Q4	$4.31M	Buy	+24,957	New	+$4.04M	0.31%	52
2023 Q3	–	Sell	-19,180	Closed	-$2.78M	–	803
2023 Q2	$2.78M	Buy	+19,180	New	+$2.56M	0.25%	101