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SummitTX Capital’s Applied Industrial Technologies AIT Stock Holding History

SummitTX Capital’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
-7,523
Closed -$1.75M – 736
2025
Q2 		$1.75M Buy
+7,523
New +$1.71M 0.08% 272

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SummitTX Capital's AIT Position: Q3 2025 in Review

SummitTX Capital sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 7,523 shares — an estimated $1.75M sold.

SummitTX Capital first reported a position in AIT in Q2 2025 and held it in 1 quarter. The position peaked at $1.75M in Q2 2025. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • SummitTX Capital reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • SummitTX Capital sold 7,523 Applied Industrial Technologies shares in Q3 2025, an estimated $1.75M.
  • SummitTX Capital first reported a position in Applied Industrial Technologies in Q2 2025 and held it in 1 quarter.
  • SummitTX Capital's Applied Industrial Technologies position peaked at $1.75M in Q2 2025.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.