WCM
AIT icon

WealthTrak Capital Management’s Applied Industrial Technologies AIT Stock Holding History

WealthTrak Capital Management’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
-1
Closed -$233 – 107
2025
Q2 		$233 Sell
1
-2
-67% -$455 ﹤0.01% 818
2025
Q1 		$677 Buy
3
+2
+200% +$493 ﹤0.01% 592
2024
Q4 		$240 Buy
+1
New +$249 ﹤0.01% 766

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthTrak Capital Management's AIT Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 1 share — an estimated $233 sold.

WealthTrak Capital Management first reported a position in AIT in Q4 2024 and held it in 3 quarters. The position peaked at $677 in Q1 2025. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1 Applied Industrial Technologies share in Q3 2025, an estimated $233.
  • WealthTrak Capital Management first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Applied Industrial Technologies position peaked at $677 in Q1 2025.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

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