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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Securities's AIT Position: Q4 2025 in Review

Principal Securities sold out of Applied Industrial Technologies (AIT) in Q4 2025, closing a stake of 244 shares — an estimated $63.7K sold.

Principal Securities first reported a position in AIT in Q4 2023 and held it in 8 quarters. The position peaked at $65.3K in Q2 2025. 567 funds tracked by Wall St. Rank hold AIT as of Q4 2025.

  • Principal Securities reported no remaining Applied Industrial Technologies position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 244 Applied Industrial Technologies shares in Q4 2025, an estimated $63.7K.
  • Principal Securities first reported a position in Applied Industrial Technologies in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Applied Industrial Technologies position peaked at $65.3K in Q2 2025.
  • 567 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.