Harvest Fund Management’s Applied Industrial Technologies AIT Stock Holding History

Harvest Fund 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 Q2	–	Sell	-1,189	Closed	-$268K	–	625
2025 Q1	$268K	Sell	1,189 -4,095	-77%	-$1.01M	0.01%	340
2024 Q4	$1.26M	Buy	+5,284	New	+$1.32M	0.06%	191
2024 Q3	–	Sell	-630	Closed	-$122K	–	608
2024 Q2	$122K	Sell	630 -1,224	-66%	-$233K	0.01%	388
2024 Q1	$366K	Hold	1,854	–	–	0.03%	243
2023 Q4	$320K	Buy	1,854 +605	+48%	+$98K	0.05%	169
2023 Q3	$193K	Hold	1,249	–	–	0.03%	224
2023 Q2	$181K	Sell	1,249 -765	-38%	-$102K	0.04%	222
2023 Q1	$286K	Buy	2,014 +445	+28%	+$60.3K	0.06%	152
2022 Q4	$198K	Hold	1,569	–	–	0.05%	217
2022 Q3	$161K	Hold	1,569	–	–	0.05%	222
2022 Q2	$151K	Hold	1,569	–	–	0.04%	221
2022 Q1	$161K	Buy	1,569 +1,120	+249%	+$112K	0.03%	261
2021 Q4	$46K	Hold	449	–	–	0.01%	471
2021 Q3	$40K	Hold	449	–	–	0.01%	456
2021 Q2	$41K	Hold	449	–	–	﹤0.01%	482
2021 Q1	$41K	Hold	449	–	–	﹤0.01%	471
2020 Q4	$35K	Buy	+449	New	+$31.6K	﹤0.01%	417

Other funds holding AIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Harvest Fund Management's AIT Position: Q2 2025 in Review

Harvest Fund Management sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 1,189 shares — an estimated $268K sold.

Harvest Fund Management first reported a position in AIT in Q4 2020 and held it in 17 quarters. The position peaked at $1.26M in Q4 2024. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

Harvest Fund Management reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
Harvest Fund Management sold 1,189 Applied Industrial Technologies shares in Q2 2025, an estimated $268K.
Harvest Fund Management first reported a position in Applied Industrial Technologies in Q4 2020 and held it in 17 quarters.
Harvest Fund Management's Applied Industrial Technologies position peaked at $1.26M in Q4 2024.
540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Harvest Fund Management's 13F filing for Q2 2025, filed 15 Aug 2025.