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Stephens Consulting’s Applied Industrial Technologies AIT Stock Holding History

Stephens Consulting’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
-3
Closed -$698 – 411
2025
Q2 		$698 Sell
3
-12
-80% -$2.73K ﹤0.01% 801
2025
Q1 		$3.38K Buy
+15
New +$3.7K ﹤0.01% 402
2024
Q3 		– Sell
-25
Closed -$4.85K – 520
2024
Q2 		$4.85K Buy
+25
New +$4.77K ﹤0.01% 410

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephens Consulting's AIT Position: Q3 2025 in Review

Stephens Consulting sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 3 shares — an estimated $698 sold.

Stephens Consulting first reported a position in AIT in Q2 2024 and held it in 3 quarters. The position peaked at $4.85K in Q2 2024. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • Stephens Consulting reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 3 Applied Industrial Technologies shares in Q3 2025, an estimated $698.
  • Stephens Consulting first reported a position in Applied Industrial Technologies in Q2 2024 and held it in 3 quarters.
  • Stephens Consulting's Applied Industrial Technologies position peaked at $4.85K in Q2 2024.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.