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New Age Alpha Advisors’s Applied Industrial Technologies AIT Stock Holding History

New Age Alpha 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
-259
Closed -$60.2K – 813
2025
Q2 		$60.2K Sell
259
-7,801
-97% -$1.77M ﹤0.01% 766
2025
Q1 		$1.82M Sell
8,060
-388
-5% -$95.6K 0.08% 327
2024
Q4 		$2.02M Buy
+8,448
New +$2.11M 0.08% 314

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
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

New Age Alpha Advisors's AIT Position: Q3 2025 in Review

New Age Alpha Advisors sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 259 shares — an estimated $60.2K sold.

New Age Alpha Advisors first reported a position in AIT in Q4 2024 and held it in 3 quarters. The position peaked at $2.02M in Q4 2024. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • New Age Alpha Advisors reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 259 Applied Industrial Technologies shares in Q3 2025, an estimated $60.2K.
  • New Age Alpha Advisors first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 3 quarters.
  • New Age Alpha Advisors's Applied Industrial Technologies position peaked at $2.02M in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on New Age Alpha Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.