SWM
AIT icon

Shepherd Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Shepherd Wealth 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
Q1 		– Sell
-4,559
Closed -$1.09M – 32
2024
Q4 		$1.09M Buy
+4,559
New +$1.14M 1.07% 20

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Shepherd Wealth Management's AIT Position: Q1 2025 in Review

Shepherd Wealth Management sold out of Applied Industrial Technologies (AIT) in Q1 2025, closing a stake of 4,559 shares — an estimated $1.09M sold.

Shepherd Wealth Management first reported a position in AIT in Q4 2024 and held it in 1 quarter. The position peaked at $1.09M in Q4 2024. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

  • Shepherd Wealth Management reported no remaining Applied Industrial Technologies position as of Q1 2025 after selling out during the quarter.
  • Shepherd Wealth Management sold 4,559 Applied Industrial Technologies shares in Q1 2025, an estimated $1.09M.
  • Shepherd Wealth Management first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 1 quarter.
  • Shepherd Wealth Management's Applied Industrial Technologies position peaked at $1.09M in Q4 2024.
  • 511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Shepherd Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.