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HighPoint Advisor Group’s Applied Industrial Technologies AIT Stock Holding History

HighPoint Advisor Group’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
-931
Closed -$239K – 659
2025
Q4 		$239K Buy
931
+17
+2% +$4.35K 0.01% 958
2025
Q3 		$239K Buy
+914
New +$240K 0.01% 606

Other funds holding AIT

BlackRock
BlackRock New York $5.72T 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 $35.4B AUM 33.54% 1-Year Est. Return

HighPoint Advisor Group's AIT Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Applied Industrial Technologies (AIT) in Q1 2026, closing a stake of 931 shares — an estimated $239K sold.

HighPoint Advisor Group first reported a position in AIT in Q3 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Applied Industrial Technologies position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 931 Applied Industrial Technologies shares in Q1 2026, an estimated $239K.
  • HighPoint Advisor Group first reported a position in Applied Industrial Technologies in Q3 2025 and held it in 2 quarters.
  • HighPoint Advisor Group's Applied Industrial Technologies position peaked at $239K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.