J. Safra Asset Management’s Applied Industrial Technologies AIT Stock Holding History

J. Safra Asset Management’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	-60	Closed	-$13.9K	–	471
2025 Q2	$13.9K	Sell	60 -78	-57%	-$17.7K	﹤0.01%	270
2025 Q1	$31.1K	Buy	138 +9	+7%	+$2.22K	﹤0.01%	210
2024 Q4	$30.8K	Buy	129 +14	+12%	+$3.49K	﹤0.01%	218
2024 Q3	$25.7K	Buy	115 +102	+785%	+$20.8K	﹤0.01%	189
2024 Q2	$2.52K	Buy	+13	New	+$2.48K	﹤0.01%	197

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

J. Safra Asset Management's AIT Position: Q3 2025 in Review

J. Safra Asset Management sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 60 shares — an estimated $13.9K sold.

J. Safra Asset Management first reported a position in AIT in Q2 2024 and held it in 5 quarters. The position peaked at $31.1K in Q1 2025. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

J. Safra Asset Management reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
J. Safra Asset Management sold 60 Applied Industrial Technologies shares in Q3 2025, an estimated $13.9K.
J. Safra Asset Management first reported a position in Applied Industrial Technologies in Q2 2024 and held it in 5 quarters.
J. Safra Asset Management's Applied Industrial Technologies position peaked at $31.1K in Q1 2025.
555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on J. Safra Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.