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Principal Securities’s Applied Industrial Technologies AIT Stock Holding History

Principal Securities’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
Q4 		– Sell
-244
Closed -$63.7K – 1400
2025
Q3 		$63.7K Sell
244
-37
-13% -$9.71K ﹤0.01% 1833
2025
Q2 		$65.3K Buy
281
+174
+163% +$39.6K ﹤0.01% 1745
2025
Q1 		$25.6K Hold
107
– – ﹤0.01% 2084
2024
Q4 		$25.6K Buy
107
+7
+7% +$1.75K ﹤0.01% 2078
2024
Q3 		$22.3K Buy
100
+15
+18% +$3.06K ﹤0.01% 2065
2024
Q2 		$16.5K Sell
85
-5
-6% -$953 ﹤0.01% 2161
2024
Q1 		$17.8K Buy
90
+11
+14% +$2.01K ﹤0.01% 2060
2023
Q4 		$13.6K Buy
+79
New +$12.8K ﹤0.01% 2111

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return