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Prevail Innovative Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

Prevail Innovative Wealth 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
-20,746
Closed -$4.82M – 202
2025
Q2 		$4.82M Buy
20,746
+8,928
+76% +$2.03M 1.08% 21
2025
Q1 		$2.66M Buy
+11,818
New +$2.91M 0.71% 43

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AIT Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 20,746 shares — an estimated $4.82M sold.

Prevail Innovative Wealth Advisors first reported a position in AIT in Q1 2025 and held it in 2 quarters. The position peaked at $4.82M in Q2 2025. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 20,746 Applied Industrial Technologies shares in Q3 2025, an estimated $4.82M.
  • Prevail Innovative Wealth Advisors first reported a position in Applied Industrial Technologies in Q1 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Applied Industrial Technologies position peaked at $4.82M in Q2 2025.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.