SkyOak Wealth’s Applied Industrial Technologies AIT Stock Holding History

SkyOak Wealth’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	-1,107	Closed	-$257K	–	251
2025 Q2	$257K	Buy	1,107 +160	+17%	+$36.4K	0.05%	198
2025 Q1	$213K	Buy	+947	New	+$233K	0.05%	220

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

SkyOak Wealth's AIT Position: Q3 2025 in Review

SkyOak Wealth sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 1,107 shares — an estimated $257K sold.

SkyOak Wealth first reported a position in AIT in Q1 2025 and held it in 2 quarters. The position peaked at $257K in Q2 2025. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

SkyOak Wealth reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
SkyOak Wealth sold 1,107 Applied Industrial Technologies shares in Q3 2025, an estimated $257K.
SkyOak Wealth first reported a position in Applied Industrial Technologies in Q1 2025 and held it in 2 quarters.
SkyOak Wealth's Applied Industrial Technologies position peaked at $257K in Q2 2025.
555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on SkyOak Wealth's 13F filing for Q3 2025, filed 23 Oct 2025.