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Impact Partnership Wealth’s Applied Industrial Technologies AIT Stock Holding History

Impact Partnership 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
2025
Q4 		– Sell
-882
Closed -$230K – 366
2025
Q3 		$230K Buy
+882
New +$231K 0.03% 270

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impact Partnership Wealth's AIT Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Applied Industrial Technologies (AIT) in Q4 2025, closing a stake of 882 shares — an estimated $230K sold.

Impact Partnership Wealth first reported a position in AIT in Q3 2025 and held it in 1 quarter. The position peaked at $230K in Q3 2025. 565 funds tracked by Wall St. Rank hold AIT as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Applied Industrial Technologies position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 882 Applied Industrial Technologies shares in Q4 2025, an estimated $230K.
  • Impact Partnership Wealth first reported a position in Applied Industrial Technologies in Q3 2025 and held it in 1 quarter.
  • Impact Partnership Wealth's Applied Industrial Technologies position peaked at $230K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.