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High Note Wealth’s Applied Industrial Technologies AIT Stock Holding History

High Note Wealth’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 		$6.37K Hold
24
– – ﹤0.01% 463
2025
Q4 		$6.16K Hold
24
– – ﹤0.01% 432
2025
Q3 		$6.26K Sell
24
-1
-4% -$262 ﹤0.01% 387
2025
Q2 		$5.81K Hold
25
– – ﹤0.01% 378
2025
Q1 		$5.63K Hold
25
– – ﹤0.01% 376
2024
Q4 		$5.99K Buy
+25
New +$6.23K ﹤0.01% 379

Other funds holding AIT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return