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OneAscent Financial Services’s Applied Industrial Technologies AIT Stock Holding History

OneAscent Financial Services’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
Q2 		– Sell
-963
Closed -$219K – 530
2025
Q1 		$219K Sell
963
-75
-7% -$18.5K 0.01% 463
2024
Q4 		$249K Buy
1,038
+41
+4% +$10.2K 0.02% 399
2024
Q3 		$222K Sell
997
-450
-31% -$91.7K 0.16% 164
2024
Q2 		$281K Buy
+1,447
New +$276K 0.04% 196

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OneAscent Financial Services's AIT Position: Q2 2025 in Review

OneAscent Financial Services sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 963 shares — an estimated $219K sold.

OneAscent Financial Services first reported a position in AIT in Q2 2024 and held it in 4 quarters. The position peaked at $281K in Q2 2024. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • OneAscent Financial Services reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 963 Applied Industrial Technologies shares in Q2 2025, an estimated $219K.
  • OneAscent Financial Services first reported a position in Applied Industrial Technologies in Q2 2024 and held it in 4 quarters.
  • OneAscent Financial Services's Applied Industrial Technologies position peaked at $281K in Q2 2024.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on OneAscent Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.