Johnson Financial Group Inc (Wisconsin)’s Applied Industrial Technologies AIT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-264	Closed	-$68.9K	–	927
2025 Q3	$68.9K	Buy	+264	New	+$69.3K	﹤0.01%	536
2024 Q1	–	Sell	-585	Closed	-$101K	–	776
2023 Q4	$101K	Hold	585	–	–	0.01%	377
2023 Q3	$90.4K	Sell	585 -163	-22%	-$24.4K	0.01%	319
2023 Q2	$108K	Hold	748	–	–	0.01%	326
2023 Q1	$106K	Buy	+748	New	+$101K	0.01%	333
2017 Q2	–	Sell	-705	Closed	-$44K	–	552
2017 Q1	$44K	Hold	705	–	–	0.01%	412
2016 Q4	$42K	Buy	705 +380	+117%	+$20.6K	0.01%	418
2016 Q3	$15K	Sell	325 -375	-54%	-$17.5K	﹤0.01%	534
2016 Q2	$32K	Buy	700 +75	+12%	+$3.36K	﹤0.01%	493
2016 Q1	$27K	Sell	625 -200	-24%	-$7.88K	0.01%	451
2015 Q4	$33K	Sell	825 -1,575	-66%	-$64.3K	0.01%	436
2015 Q3	$92K	Hold	2,400	–	–	0.02%	343
2015 Q2	$95K	Hold	2,400	–	–	0.02%	379
2015 Q1	$109K	Buy	+2,400	New	+$103K	0.02%	356

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s AIT Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Applied Industrial Technologies (AIT) in Q4 2025, closing a stake of 264 shares — an estimated $68.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AIT in Q1 2015 and held it in 14 quarters. The position peaked at $109K in Q1 2015. 567 funds tracked by Wall St. Rank hold AIT as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Applied Industrial Technologies position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 264 Applied Industrial Technologies shares in Q4 2025, an estimated $68.9K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Applied Industrial Technologies in Q1 2015 and held it in 14 quarters.
Johnson Financial Group Inc (Wisconsin)'s Applied Industrial Technologies position peaked at $109K in Q1 2015.
567 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.