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Sequent Planning’s Applied Industrial Technologies AIT Stock Holding History

Sequent Planning’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
-3,312
Closed -$865K – 227
2025
Q3 		$865K Sell
3,312
-75
-2% -$19.7K 0.25% 84
2025
Q2 		$787K Sell
3,387
-52
-2% -$11.8K 0.25% 69
2025
Q1 		$775K Sell
3,439
-60
-2% -$14.8K 0.28% 61
2024
Q4 		$838K Sell
3,499
-100
-3% -$24.9K 0.31% 57
2024
Q3 		$803K Buy
3,599
+389
+12% +$79.3K 0.28% 65
2024
Q2 		$611K Sell
3,210
-102
-3% -$19.4K 0.21% 83
2024
Q1 		$654K Buy
+3,312
New +$605K 0.24% 77

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 $3.37T AUM 44.26% 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

Sequent Planning's AIT Position: Q4 2025 in Review

Sequent Planning sold out of Applied Industrial Technologies (AIT) in Q4 2025, closing a stake of 3,312 shares — an estimated $865K sold.

Sequent Planning first reported a position in AIT in Q1 2024 and held it in 7 quarters. The position peaked at $865K in Q3 2025. 566 funds tracked by Wall St. Rank hold AIT as of Q4 2025.

  • Sequent Planning reported no remaining Applied Industrial Technologies position as of Q4 2025 after selling out during the quarter.
  • Sequent Planning sold 3,312 Applied Industrial Technologies shares in Q4 2025, an estimated $865K.
  • Sequent Planning first reported a position in Applied Industrial Technologies in Q1 2024 and held it in 7 quarters.
  • Sequent Planning's Applied Industrial Technologies position peaked at $865K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2025.

Based on Sequent Planning's 13F filing for Q4 2025, filed 5 Feb 2026.