Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Applied Industrial Technologies AIT Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-1,367
Closed -$327K – 1537
2024
Q4 		$327K Sell
1,367
-135
-9% -$33.7K ﹤0.01% 1463
2024
Q3 		$335K Buy
1,502
+104
+7% +$21.2K ﹤0.01% 1384
2024
Q2 		$271K Sell
1,398
-387
-22% -$73.8K ﹤0.01% 1433
2024
Q1 		$353K Sell
1,785
-12
-0.7% -$2.19K ﹤0.01% 1274
2023
Q4 		$310K Buy
1,797
+172
+11% +$27.9K ﹤0.01% 1273
2023
Q3 		$251K Buy
+1,625
New +$244K ﹤0.01% 1317

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Envestnet Portfolio Solutions's AIT Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Applied Industrial Technologies (AIT) in Q1 2025, closing a stake of 1,367 shares — an estimated $327K sold.

Envestnet Portfolio Solutions first reported a position in AIT in Q3 2023 and held it in 6 quarters. The position peaked at $353K in Q1 2024. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Applied Industrial Technologies position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,367 Applied Industrial Technologies shares in Q1 2025, an estimated $327K.
  • Envestnet Portfolio Solutions first reported a position in Applied Industrial Technologies in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Applied Industrial Technologies position peaked at $353K in Q1 2024.
  • 511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.