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

Raleigh 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	-3	Closed	-$700	–	548
2025 Q2	$700	Buy	+3	New	+$682	﹤0.01%	441
2024 Q1	–	Sell	-108	Closed	-$18.7K	–	970
2023 Q4	$18.7K	Buy	108 +5	+5%	+$810	0.01%	456
2023 Q3	$16K	Buy	103 +6	+6%	+$900	0.01%	428
2023 Q2	$14.1K	Buy	97 +36	+59%	+$4.8K	0.01%	426
2023 Q1	$8.7K	Buy	61 +2	+3%	+$271	﹤0.01%	531
2022 Q4	$7.44K	Buy	59 +25	+74%	+$3.07K	﹤0.01%	492
2022 Q3	$3K	Buy	+34	New	+$3.49K	﹤0.01%	567

Other funds holding AIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Raleigh Capital Management sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 3 shares — an estimated $700 sold.

Raleigh Capital Management first reported a position in AIT in Q3 2022 and held it in 7 quarters. The position peaked at $18.7K in Q4 2023. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

Raleigh Capital Management reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
Raleigh Capital Management sold 3 Applied Industrial Technologies shares in Q3 2025, an estimated $700.
Raleigh Capital Management first reported a position in Applied Industrial Technologies in Q3 2022 and held it in 7 quarters.
Raleigh Capital Management's Applied Industrial Technologies position peaked at $18.7K in Q4 2023.
555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Raleigh Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.