Estate Planners Group »

Applied Industrial Technologies shares owned by Estate Planners Group

Quarter-by-quarter ownership of Applied Industrial Technologies (AIT) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Applied Industrial Technologies

Tip: Access up to 7 years of quarterly data

All positions including Applied Industrial Technologies held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Applied Industrial Technologies by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5k 21 261.05

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Applied Industrial Technologies

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Wellington Management Company
First Trust Advisors
Dimensional Fund Advisors
Geode Capital Management
CI Private Wealth
Hanna Zanoni
FMR
Invesco
Alyeska Investment Group
Norges Bank Investment Management
Btim

View all funds holding Applied Industrial Technologies