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Orion Portfolio Solutions’s Applied Industrial Technologies AIT Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.4M Buy
6,205
+2,218
+56% +$547K 0.01% 900
2024
Q4 		$955K Sell
3,987
-48
-1% -$12K 0.01% 1079
2024
Q3 		$900K Buy
4,035
+1,984
+97% +$404K 0.01% 1100
2024
Q2 		$398K Sell
2,051
-189
-8% -$36K ﹤0.01% 1353
2024
Q1 		$443K Buy
2,240
+527
+31% +$96.3K ﹤0.01% 1317
2023
Q4 		$286K Buy
1,713
+69
+4% +$11.2K ﹤0.01% 1425
2023
Q3 		$254K Buy
1,644
+18
+1% +$2.7K ﹤0.01% 1460
2023
Q2 		$235K Buy
1,626
+16
+1% +$2.13K ﹤0.01% 1505
2023
Q1 		$229K Buy
+1,610
New +$218K ﹤0.01% 1454
2020
Q3 		– Sell
-5
Closed – – 474
2020
Q2 		$0 Sell
5
-28
-85% -$1.53K ﹤0.01% 2164
2020
Q1 		$2K Sell
33
-88
-73% -$5.2K ﹤0.01% 1535
2019
Q4 		$8K Buy
+121
New +$7.42K ﹤0.01% 1068

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's AIT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Applied Industrial Technologies (AIT) stake by 56% in Q1 2025, buying an estimated $547K and bringing the position to 6,205 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #900.

Orion Portfolio Solutions first reported a position in AIT in Q4 2019 and has held it in 12 quarters since. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

  • Orion Portfolio Solutions held 6,205 shares of Applied Industrial Technologies worth $1.4M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,218 Applied Industrial Technologies shares in Q1 2025, an estimated $547K.
  • Applied Industrial Technologies made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #900 holding.
  • Orion Portfolio Solutions first reported a position in Applied Industrial Technologies in Q4 2019 and has held it in 12 quarters since.
  • 511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.