Polen Capital Management
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Polen Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Polen Capital 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
Q3 		– Sell
-1,565
Closed -$364K – 235
2025
Q2 		$364K Sell
1,565
-19,595
-93% -$4.46M ﹤0.01% 216
2025
Q1 		$4.77M Buy
21,160
+2,604
+14% +$642K 0.02% 60
2024
Q4 		$4.44M Buy
18,556
+2,352
+15% +$586K 0.01% 69
2024
Q3 		$3.62M Buy
16,204
+8,609
+113% +$1.75M 0.01% 73
2024
Q2 		$1.47M Buy
+7,595
New +$1.45M ﹤0.01% 92

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State Street
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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

Polen Capital Management's AIT Position: Q3 2025 in Review

Polen Capital Management sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 1,565 shares — an estimated $364K sold.

Polen Capital Management first reported a position in AIT in Q2 2024 and held it in 5 quarters. The position peaked at $4.77M in Q1 2025. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • Polen Capital Management reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 1,565 Applied Industrial Technologies shares in Q3 2025, an estimated $364K.
  • Polen Capital Management first reported a position in Applied Industrial Technologies in Q2 2024 and held it in 5 quarters.
  • Polen Capital Management's Applied Industrial Technologies position peaked at $4.77M in Q1 2025.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.