Ellevest Inc
AIT icon

Ellevest Inc’s Applied Industrial Technologies AIT Stock Holding History

Ellevest Inc’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
Q3 		$219K Sell
659
-47
-7% -$15.8K 0.03% 417
2026
Q2 		$239K Buy
+706
New +$217K 0.03% 413
2025
Q4 		– Sell
-974
Closed -$254K – 425
2025
Q3 		$254K Buy
+974
New +$256K 0.04% 369
2024
Q1 		– Sell
-1,564
Closed -$270K – 402
2023
Q4 		$270K Buy
1,564
+81
+5% +$13.1K 0.02% 315
2023
Q3 		$229K Sell
1,483
-11
-0.7% -$1.65K 0.02% 309
2023
Q2 		$216K Buy
1,494
+572
+62% +$76.3K 0.02% 324
2023
Q1 		$131K Buy
922
+316
+52% +$42.9K 0.01% 398
2022
Q4 		$76.4K Buy
606
+236
+64% +$28.9K 0.01% 507
2022
Q3 		$38K Buy
370
+87
+31% +$8.93K ﹤0.01% 649
2022
Q2 		$27K Sell
283
-125
-31% -$12.6K ﹤0.01% 700
2022
Q1 		$42K Sell
408
-7
-2% -$697 ﹤0.01% 569
2021
Q4 		$43K Sell
415
-30
-7% -$3K ﹤0.01% 544
2021
Q3 		$40K Buy
445
+159
+56% +$14K ﹤0.01% 513
2021
Q2 		$26K Sell
286
-34
-11% -$3.24K ﹤0.01% 594
2021
Q1 		$29K Buy
320
+11
+4% +$933 ﹤0.01% 582
2020
Q4 		$24K Sell
309
-189
-38% -$13.3K ﹤0.01% 590
2020
Q3 		$27K Buy
498
+111
+29% +$6.78K ﹤0.01% 469
2020
Q2 		$24K Buy
387
+254
+191% +$13.8K 0.01% 463
2020
Q1 		$6K Buy
133
+63
+90% +$3.73K ﹤0.01% 619
2019
Q4 		$5K Buy
+70
New +$4.29K ﹤0.01% 588

Other funds holding AIT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ellevest Inc's AIT Position: Q3 2026 in Review

Ellevest Inc reduced its Applied Industrial Technologies (AIT) stake by 6.7% in Q3 2026, selling an estimated $15.8K and leaving 659 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #417.

Ellevest Inc first reported a position in AIT in Q4 2019 and has held it in 20 quarters since. The position peaked at $270K in Q4 2023. 366 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Ellevest Inc held 659 shares of Applied Industrial Technologies worth $219K as of Q3 2026.
  • Ellevest Inc sold 47 Applied Industrial Technologies shares in Q3 2026, an estimated $15.8K.
  • Applied Industrial Technologies made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #417 holding.
  • Ellevest Inc first reported a position in Applied Industrial Technologies in Q4 2019 and has held it in 20 quarters since.
  • Ellevest Inc's Applied Industrial Technologies position peaked at $270K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.