IA
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Icon Advisers’s Applied Industrial Technologies AIT Stock Holding History

Icon Advisers’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
-7,600
Closed -$1.71M – 190
2025
Q1 		$1.71M Buy
7,600
+2,700
+55% +$665K 0.4% 103
2024
Q4 		$1.17M Buy
+4,900
New +$1.22M 0.26% 128

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Icon Advisers's AIT Position: Q2 2025 in Review

Icon Advisers sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 7,600 shares — an estimated $1.71M sold.

Icon Advisers first reported a position in AIT in Q4 2024 and held it in 2 quarters. The position peaked at $1.71M in Q1 2025. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Icon Advisers reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • Icon Advisers sold 7,600 Applied Industrial Technologies shares in Q2 2025, an estimated $1.71M.
  • Icon Advisers first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 2 quarters.
  • Icon Advisers's Applied Industrial Technologies position peaked at $1.71M in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Icon Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.