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Williamson Legacy Group’s Applied Industrial Technologies AIT Stock Holding History

Williamson Legacy 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
-4,403
Closed -$992K – 107
2025
Q1 		$992K Buy
4,403
+432
+11% +$106K 0.94% 52
2024
Q4 		$951K Buy
3,971
+193
+5% +$48.1K 0.63% 48
2024
Q3 		$843K Buy
3,778
+326
+9% +$66.5K 0.56% 60
2024
Q2 		$670K Buy
3,452
+193
+6% +$36.8K 0.5% 63
2024
Q1 		$644K Buy
+3,259
New +$595K 0.5% 63

Other funds holding AIT

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Williamson Legacy Group's AIT Position: Q2 2025 in Review

Williamson Legacy Group sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 4,403 shares — an estimated $992K sold.

Williamson Legacy Group first reported a position in AIT in Q1 2024 and held it in 5 quarters. The position peaked at $992K in Q1 2025. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Williamson Legacy Group reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 4,403 Applied Industrial Technologies shares in Q2 2025, an estimated $992K.
  • Williamson Legacy Group first reported a position in Applied Industrial Technologies in Q1 2024 and held it in 5 quarters.
  • Williamson Legacy Group's Applied Industrial Technologies position peaked at $992K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.