Envestnet Portfolio Solutions
AIT icon

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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return