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Rise Advisors’s Applied Industrial Technologies AIT Stock Holding History

Rise 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
Q4 		– Sell
-133
Closed -$34.7K – 140
2025
Q3 		$34.7K Hold
133
– – 0.01% 337
2025
Q2 		$30.9K Hold
133
– – 0.01% 333
2025
Q1 		$29.9K Buy
133
+70
+111% +$17.3K 0.01% 324
2024
Q4 		$15.2K Hold
63
– – 0.01% 822
2024
Q3 		$14.1K Hold
63
– – 0.01% 897
2024
Q2 		$12.3K Hold
63
– – 0.01% 927
2024
Q1 		$12.5K Buy
+63
New +$11.5K 0.01% 977

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

Rise Advisors's AIT Position: Q4 2025 in Review

Rise Advisors sold out of Applied Industrial Technologies (AIT) in Q4 2025, closing a stake of 133 shares — an estimated $34.7K sold.

Rise Advisors first reported a position in AIT in Q1 2024 and held it in 7 quarters. The position peaked at $34.7K in Q3 2025. 567 funds tracked by Wall St. Rank hold AIT as of Q4 2025.

  • Rise Advisors reported no remaining Applied Industrial Technologies position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 133 Applied Industrial Technologies shares in Q4 2025, an estimated $34.7K.
  • Rise Advisors first reported a position in Applied Industrial Technologies in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Applied Industrial Technologies position peaked at $34.7K in Q3 2025.
  • 567 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.