Stonegate Investment Group’s Applied Industrial Technologies AIT Stock Holding History

Stonegate Investment Group’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	$783K	Hold	3,000	–	–	0.02%	202
2025 Q2	$697K	Hold	3,000	–	–	0.02%	204
2025 Q1	$676K	Sell	3,000 -909	-23%	-$224K	0.02%	187
2024 Q4	$936K	Buy	3,909 +2,409	+161%	+$601K	0.03%	159
2024 Q3	$335K	Sell	1,500 -1,099	-42%	-$224K	0.01%	267
2024 Q2	$504K	Buy	+2,599	New	+$496K	0.01%	225

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

Stonegate Investment Group's AIT Position: Q3 2025 in Review

Stonegate Investment Group held its Applied Industrial Technologies (AIT) position steady in Q3 2025 at 3,000 shares worth $783K. The position accounts for 0.02% of the portfolio, ranked #202.

Stonegate Investment Group first reported a position in AIT in Q2 2024 and has held it in 6 quarters since. The position peaked at $936K in Q4 2024. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

Stonegate Investment Group held 3,000 shares of Applied Industrial Technologies worth $783K as of Q3 2025.
Stonegate Investment Group left its Applied Industrial Technologies share count unchanged in Q3 2025.
Applied Industrial Technologies made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #202 holding.
Stonegate Investment Group first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 6 quarters since.
Stonegate Investment Group's Applied Industrial Technologies position peaked at $936K in Q4 2024.
555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.