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Vermillion & White Wealth Management Group’s Applied Industrial Technologies AIT Stock Holding History

Vermillion & White Wealth Management 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
Q2 		– Sell
-16
Closed -$3.6K – 539
2025
Q1 		$3.6K Buy
+16
New +$3.94K ﹤0.01% 398

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vermillion & White Wealth Management Group's AIT Position: Q2 2025 in Review

Vermillion & White Wealth Management Group sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 16 shares — an estimated $3.6K sold.

Vermillion & White Wealth Management Group first reported a position in AIT in Q1 2025 and held it in 1 quarter. The position peaked at $3.6K in Q1 2025. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Vermillion & White Wealth Management Group reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 16 Applied Industrial Technologies shares in Q2 2025, an estimated $3.6K.
  • Vermillion & White Wealth Management Group first reported a position in Applied Industrial Technologies in Q1 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Applied Industrial Technologies position peaked at $3.6K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.