Isthmus Partners’s Applied Industrial Technologies AIT Stock Holding History

Isthmus Partners’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 Q3	–	Sell	-3,200	Closed	-$744K	–	180
2025 Q2	$744K	Hold	3,200	–	–	0.09%	126
2025 Q1	$721K	Hold	3,200	–	–	0.09%	124
2024 Q4	$766K	Hold	3,200	–	–	0.09%	120
2024 Q3	$714K	Hold	3,200	–	–	0.08%	120
2024 Q2	$621K	Hold	3,200	–	–	0.07%	124
2024 Q1	$632K	Hold	3,200	–	–	0.07%	134
2023 Q4	$553K	Hold	3,200	–	–	0.07%	135
2023 Q3	$495K	Hold	3,200	–	–	0.07%	131
2023 Q2	$463K	Hold	3,200	–	–	0.06%	136
2023 Q1	$455K	Sell	3,200 -60	-2%	-$8.14K	0.06%	134
2022 Q4	$411K	Hold	3,260	–	–	0.06%	136
2022 Q3	$335K	Buy	+3,260	New	+$335K	0.06%	137

Other funds holding AIT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Isthmus Partners's AIT Position: Q3 2025 in Review

Isthmus Partners sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 3,200 shares — an estimated $744K sold.

Isthmus Partners first reported a position in AIT in Q3 2022 and held it in 12 quarters. The position peaked at $766K in Q4 2024. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

Isthmus Partners reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
Isthmus Partners sold 3,200 Applied Industrial Technologies shares in Q3 2025, an estimated $744K.
Isthmus Partners first reported a position in Applied Industrial Technologies in Q3 2022 and held it in 12 quarters.
Isthmus Partners's Applied Industrial Technologies position peaked at $766K in Q4 2024.
555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Isthmus Partners's 13F filing for Q3 2025, filed 10 Nov 2025.