Spectrum Wealth Counsel’s Applied Industrial Technologies AIT Stock Holding History

Spectrum Wealth Counsel’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	$805K	Buy	+3,573	New	+$881K	0.1%	75

Other funds holding AIT

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

Spectrum Wealth Counsel's AIT Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in Applied Industrial Technologies (AIT) in Q1 2025: 3,573 shares worth $805K. The stake represents 0.1% of the portfolio and ranks #75 among its holdings.

511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

Spectrum Wealth Counsel held 3,573 shares of Applied Industrial Technologies worth $805K as of Q1 2025.
Applied Industrial Technologies was a new Spectrum Wealth Counsel position in Q1 2025.
Applied Industrial Technologies made up 0.1% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #75 holding.
511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.