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LGT Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History

LGT Financial Advisors’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
-1
Closed -$232 – 389
2025
Q2 		$232 Buy
+1
New +$227 ﹤0.01% 494
2025
Q1 		– Sell
-70
Closed -$16.8K – 312
2024
Q4 		$16.8K Hold
70
– – 0.04% 342
2024
Q3 		$15.6K Hold
70
– – 0.04% 330
2024
Q2 		$13.6K Hold
70
– – 0.03% 398
2024
Q1 		$13.8K Hold
70
– – 0.02% 437
2023
Q4 		$12.1K Hold
70
– – 0.01% 450
2023
Q3 		$10.8K Buy
+70
New +$10.5K 0.01% 464

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LGT Financial Advisors's AIT Position: Q3 2025 in Review

LGT Financial Advisors sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 1 share — an estimated $232 sold.

LGT Financial Advisors first reported a position in AIT in Q3 2023 and held it in 7 quarters. The position peaked at $16.8K in Q4 2024. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • LGT Financial Advisors reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1 Applied Industrial Technologies share in Q3 2025, an estimated $232.
  • LGT Financial Advisors first reported a position in Applied Industrial Technologies in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's Applied Industrial Technologies position peaked at $16.8K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.