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Wilkinson Global Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Wilkinson Global Asset 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
Q2 		– Sell
-5,190
Closed -$1.17M – 71
2025
Q1 		$1.17M Buy
5,190
+350
+7% +$86.3K 0.07% 41
2024
Q4 		$1.16M Buy
+4,840
New +$1.21M 0.07% 43

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

Wilkinson Global Asset Management's AIT Position: Q2 2025 in Review

Wilkinson Global Asset Management sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 5,190 shares — an estimated $1.17M sold.

Wilkinson Global Asset Management first reported a position in AIT in Q4 2024 and held it in 2 quarters. The position peaked at $1.17M in Q1 2025. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Wilkinson Global Asset Management reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • Wilkinson Global Asset Management sold 5,190 Applied Industrial Technologies shares in Q2 2025, an estimated $1.17M.
  • Wilkinson Global Asset Management first reported a position in Applied Industrial Technologies in Q4 2024 and held it in 2 quarters.
  • Wilkinson Global Asset Management's Applied Industrial Technologies position peaked at $1.17M in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.