InceptionR’s Applied Industrial Technologies AIT Stock Holding History

InceptionR’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	-3,626	Closed	-$947K	–	589
2025 Q3	$947K	Buy	+3,626	New	+$951K	0.23%	143
2025 Q2	–	Sell	-1,667	Closed	-$376K	–	639
2025 Q1	$376K	Buy	+1,667	New	+$411K	0.11%	337
2024 Q3	–	Sell	-2,489	Closed	-$483K	–	616
2024 Q2	$483K	Sell	2,489 -329	-12%	-$62.7K	0.14%	290
2024 Q1	$557K	Buy	+2,818	New	+$515K	0.14%	279

Other funds holding AIT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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