Pinnacle Wealth Planning Services’s Applied Industrial Technologies AIT Stock Holding History

Pinnacle Wealth Planning 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
2026 Q3	$47.5K	Sell	143 -335	-70%	-$112K	﹤0.01%	1297
2026 Q2	$162K	Hold	478	–	–	0.02%	628
2026 Q1	$127K	Sell	478 -206	-30%	-$56.1K	0.01%	678
2025 Q4	$176K	Buy	+684	New	+$175K	0.02%	509
2024 Q4	–	Sell	-937	Closed	-$209K	–	396
2024 Q3	$209K	Buy	+937	New	+$191K	0.03%	449
2021 Q1	–	Sell	-931	Closed	-$72K	–	388
2020 Q4	$72K	Buy	+931	New	+$65.5K	0.02%	623

Other funds holding AIT

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pinnacle Wealth Planning Services's AIT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Applied Industrial Technologies (AIT) stake by 70% in Q3 2026, selling an estimated $112K and leaving 143 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Pinnacle Wealth Planning Services first reported a position in AIT in Q4 2020 and has held it in 6 quarters since. The position peaked at $209K in Q3 2024. 205 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

Pinnacle Wealth Planning Services held 143 shares of Applied Industrial Technologies worth $47.5K as of Q3 2026.
Pinnacle Wealth Planning Services sold 335 Applied Industrial Technologies shares in Q3 2026, an estimated $112K.
Applied Industrial Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1297 holding.
Pinnacle Wealth Planning Services first reported a position in Applied Industrial Technologies in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Applied Industrial Technologies position peaked at $209K in Q3 2024.
205 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.