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Freedom Investment Management’s Applied Industrial Technologies AIT Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-2,310
Closed -$537K – 164
2025
Q2 		$537K Buy
2,310
+30
+1% +$6.82K 0.04% 424
2025
Q1 		$514K Sell
2,280
-186
-8% -$45.8K 0.04% 415
2024
Q4 		$590K Sell
2,466
-35
-1% -$8.73K 0.05% 374
2024
Q3 		$558K Sell
2,501
-266
-10% -$54.2K 0.04% 405
2024
Q2 		$537K Sell
2,767
-475
-15% -$90.6K 0.04% 412
2024
Q1 		$640K Buy
3,242
+762
+31% +$139K 0.05% 375
2023
Q4 		$428K Buy
2,480
+106
+4% +$17.2K 0.03% 475
2023
Q3 		$367K Sell
2,374
-225
-9% -$33.7K 0.04% 440
2023
Q2 		$376K Sell
2,599
-709
-21% -$94.6K 0.04% 477
2023
Q1 		$470K Sell
3,308
-287
-8% -$38.9K 0.05% 420
2022
Q4 		$453K Sell
3,595
-739
-17% -$90.6K 0.05% 463
2022
Q3 		$445K Sell
4,334
-49
-1% -$5.03K 0.05% 459
2022
Q2 		$422K Sell
4,383
-3,272
-43% -$330K 0.05% 506
2022
Q1 		$786K Sell
7,655
-2,872
-27% -$286K 0.07% 347
2021
Q4 		$1.08M Buy
10,527
+85
+0.8% +$8.51K 0.08% 323
2021
Q3 		$941K Buy
10,442
+2,705
+35% +$238K 0.07% 332
2021
Q2 		$705K Sell
7,737
-1,180
-13% -$113K 0.05% 428
2021
Q1 		$813K Buy
8,917
+2,720
+44% +$231K 0.06% 367
2020
Q4 		$483K Buy
+6,197
New +$436K 0.05% 343
2020
Q3 		– Sell
-3,576
Closed -$223K – 555
2020
Q2 		$223K Buy
+3,576
New +$195K 0.02% 484
2018
Q4 		– Sell
-2,642
Closed -$202K – 763
2018
Q3 		$202K Sell
2,642
-309
-10% -$23.4K 0.01% 844
2018
Q2 		$207K Buy
2,951
+197
+7% +$14K 0.01% 878
2018
Q1 		$201K Buy
+2,754
New +$198K 0.01% 1038

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Freedom Investment Management's AIT Position: Q3 2025 in Review

Freedom Investment Management sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 2,310 shares — an estimated $537K sold.

Freedom Investment Management first reported a position in AIT in Q1 2018 and held it in 23 quarters. The position peaked at $1.08M in Q4 2021. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • Freedom Investment Management reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 2,310 Applied Industrial Technologies shares in Q3 2025, an estimated $537K.
  • Freedom Investment Management first reported a position in Applied Industrial Technologies in Q1 2018 and held it in 23 quarters.
  • Freedom Investment Management's Applied Industrial Technologies position peaked at $1.08M in Q4 2021.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.