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Wealthspire Advisors (New York)’s Applied Industrial Technologies AIT Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-114
Closed -$29.8K – 1081
2025
Q3 		$29.8K Buy
+114
New +$29.9K ﹤0.01% 1465

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Fuller & Thaler Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s AIT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Applied Industrial Technologies (AIT) in Q4 2025, closing a stake of 114 shares — an estimated $29.8K sold.

Wealthspire Advisors (New York) first reported a position in AIT in Q3 2025 and held it in 1 quarter. The position peaked at $29.8K in Q3 2025. 565 funds tracked by Wall St. Rank hold AIT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Applied Industrial Technologies position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 114 Applied Industrial Technologies shares in Q4 2025, an estimated $29.8K.
  • Wealthspire Advisors (New York) first reported a position in Applied Industrial Technologies in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Applied Industrial Technologies position peaked at $29.8K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.