Forum Financial Management’s Applied Industrial Technologies AIT Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-1,086	Closed	-$279K	–	353
2025 Q4	$279K	Buy	1,086 +1	+0.1%	+$256	﹤0.01%	786
2025 Q3	$283K	Buy	1,085 +101	+10%	+$26.5K	﹤0.01%	778
2025 Q2	$229K	Buy	984 +1	+0.1%	+$227	﹤0.01%	827
2025 Q1	$222K	Buy	983 +3	+0.3%	+$739	﹤0.01%	765
2024 Q4	$235K	Hold	980	–	–	﹤0.01%	764
2024 Q3	$219K	Buy	+980	New	+$200K	﹤0.01%	679

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Forum Financial Management's AIT Position: Q1 2026 in Review

Forum Financial Management sold out of Applied Industrial Technologies (AIT) in Q1 2026, closing a stake of 1,086 shares — an estimated $279K sold.

Forum Financial Management first reported a position in AIT in Q3 2024 and held it in 6 quarters. The position peaked at $283K in Q3 2025. 584 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Forum Financial Management reported no remaining Applied Industrial Technologies position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,086 Applied Industrial Technologies shares in Q1 2026, an estimated $279K.
Forum Financial Management first reported a position in Applied Industrial Technologies in Q3 2024 and held it in 6 quarters.
Forum Financial Management's Applied Industrial Technologies position peaked at $283K in Q3 2025.
584 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.