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SVB Wealth’s Applied Industrial Technologies AIT Stock Holding History

SVB 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
Q2 		– Sell
-213
Closed -$48K – 473
2025
Q1 		$48K Buy
+213
New +$52.5K ﹤0.01% 553
2017
Q2 		– Sell
-10,287
Closed -$636K – 475
2017
Q1 		$636K Buy
10,287
+971
+10% +$59.9K 0.03% 312
2016
Q4 		$553K Buy
9,316
+2,330
+33% +$126K 0.02% 322
2016
Q3 		$327K Buy
6,986
+975
+16% +$45.5K 0.01% 419
2016
Q2 		$271K Buy
6,011
+1,015
+20% +$45.5K 0.01% 441
2016
Q1 		$217K Buy
+4,996
New +$197K 0.01% 487

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SVB Wealth's AIT Position: Q2 2025 in Review

SVB Wealth sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 213 shares — an estimated $48K sold.

SVB Wealth first reported a position in AIT in Q1 2016 and held it in 6 quarters. The position peaked at $636K in Q1 2017. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • SVB Wealth reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 213 Applied Industrial Technologies shares in Q2 2025, an estimated $48K.
  • SVB Wealth first reported a position in Applied Industrial Technologies in Q1 2016 and held it in 6 quarters.
  • SVB Wealth's Applied Industrial Technologies position peaked at $636K in Q1 2017.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.