Shell Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Shell Asset 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	$271K	Sell	1,039 -1,348	-56%	-$354K	0.03%	425
2025 Q2	$555K	Sell	2,387 -402	-14%	-$91.4K	0.02%	470
2025 Q1	$628K	Sell	2,789 -114	-4%	-$28.1K	0.03%	399
2024 Q4	$695K	Sell	2,903 -3	-0.1%	-$748	0.03%	393
2024 Q3	$648K	Buy	+2,906	New	+$592K	0.03%	414
2024 Q1	$564K	Buy	2,906 +957	+49%	+$175K	0.03%	427
2023 Q4	$337K	Sell	1,949 -585	-23%	-$94.7K	0.02%	672
2023 Q3	$392K	Sell	2,534 -39	-2%	-$5.85K	0.02%	659
2023 Q2	$373K	Buy	+2,573	New	+$343K	0.01%	698

Other funds holding AIT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shell Asset Management's AIT Position: Q3 2025 in Review

Shell Asset Management reduced its Applied Industrial Technologies (AIT) stake by 56% in Q3 2025, selling an estimated $354K and leaving 1,039 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #425.

Shell Asset Management first reported a position in AIT in Q2 2023 and has held it in 9 quarters since. The position peaked at $695K in Q4 2024. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

Shell Asset Management held 1,039 shares of Applied Industrial Technologies worth $271K as of Q3 2025.
Shell Asset Management sold 1,348 Applied Industrial Technologies shares in Q3 2025, an estimated $354K.
Applied Industrial Technologies made up 0.03% of Shell Asset Management's portfolio in Q3 2025, its #425 holding.
Shell Asset Management first reported a position in Applied Industrial Technologies in Q2 2023 and has held it in 9 quarters since.
Shell Asset Management's Applied Industrial Technologies position peaked at $695K in Q4 2024.
555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.