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Wayfinding Financial’s Applied Industrial Technologies AIT Stock Holding History

Wayfinding Financial’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
-169
Closed -$38K – 158
2025
Q1 		$38K Buy
+169
New +$41.6K 0.02% 419

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
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

Wayfinding Financial's AIT Position: Q2 2025 in Review

Wayfinding Financial sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 169 shares — an estimated $38K sold.

Wayfinding Financial first reported a position in AIT in Q1 2025 and held it in 1 quarter. The position peaked at $38K in Q1 2025. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Wayfinding Financial reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 169 Applied Industrial Technologies shares in Q2 2025, an estimated $38K.
  • Wayfinding Financial first reported a position in Applied Industrial Technologies in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Applied Industrial Technologies position peaked at $38K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.