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Meritage Portfolio Management’s Applied Industrial Technologies AIT Stock Holding History

Meritage Portfolio 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
Q4 		$578K Sell
2,252
-497
-18% -$127K 0.04% 211
2025
Q3 		$718K Sell
2,749
-1,464
-35% -$384K 0.05% 202
2025
Q2 		$979K Sell
4,213
-227
-5% -$51.6K 0.06% 192
2025
Q1 		$1M Buy
4,440
+234
+6% +$57.7K 0.07% 191
2024
Q4 		$1.01M Buy
4,206
+456
+12% +$114K 0.06% 195
2024
Q3 		$837K Buy
3,750
+318
+9% +$64.8K 0.05% 217
2024
Q2 		$666K Sell
3,432
-2
-0.1% -$381 0.04% 224
2024
Q1 		$678K Sell
3,434
-204
-6% -$37.3K 0.04% 222
2023
Q4 		$628K Buy
3,638
+73
+2% +$11.8K 0.04% 233
2023
Q3 		$551K Sell
3,565
-120
-3% -$18K 0.04% 230
2023
Q2 		$534K Buy
3,685
+595
+19% +$79.4K 0.04% 235
2023
Q1 		$439K Sell
3,090
-106
-3% -$14.4K 0.03% 220
2022
Q4 		$403K Buy
3,196
+112
+4% +$13.7K 0.03% 225
2022
Q3 		$317K Buy
3,084
+11
+0.4% +$1.13K 0.03% 243
2022
Q2 		$296K Buy
3,073
+71
+2% +$7.17K 0.02% 247
2022
Q1 		$308K Buy
3,002
+245
+9% +$24.4K 0.02% 266
2021
Q4 		$283K Buy
2,757
+142
+5% +$14.2K 0.02% 272
2021
Q3 		$236K Buy
+2,615
New +$230K 0.01% 278

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Meritage Portfolio Management's AIT Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Applied Industrial Technologies (AIT) stake by 18% in Q4 2025, selling an estimated $127K and leaving 2,252 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #211.

Meritage Portfolio Management first reported a position in AIT in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2024. 566 funds tracked by Wall St. Rank hold AIT as of Q4 2025.

  • Meritage Portfolio Management held 2,252 shares of Applied Industrial Technologies worth $578K as of Q4 2025.
  • Meritage Portfolio Management sold 497 Applied Industrial Technologies shares in Q4 2025, an estimated $127K.
  • Applied Industrial Technologies made up 0.04% of Meritage Portfolio Management's portfolio in Q4 2025, its #211 holding.
  • Meritage Portfolio Management first reported a position in Applied Industrial Technologies in Q3 2021 and has held it in 18 quarters since.
  • Meritage Portfolio Management's Applied Industrial Technologies position peaked at $1.01M in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.