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Creative Planning AIT Position History
Applied Industrial Technologies, Inc. • Industrials
Quarters held
8
Latest value
$17.8M
Q3 2026
Peak value
$17.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q3 2025 | $81K |
| Q4 2025 | $5.4M |
| Q1 2026 | $8.7M |
| Q2 2026 | $131K |
| Q2 2026 | $15.4M |
| Q3 2026 | $139K |
| Q3 2026 | $17.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.8M | 53.5K | — | — |
| Q3 2026 | $139K | 419 | — | — |
| Q2 2026 | $15.4M | 45.5K | — | — |
| Q2 2026 | $131K | 388 | — | — |
| Q1 2026 | $8.7M | 32.7K | — | — |
| Q4 2025 | $5.4M | 21.2K | — | — |
| Q3 2025 | $81K | 312 | — | — |
| Q3 2025 | $4.6M | 17.5K | — | — |
Other funds holding AIT
$563.5M
$450.2M
$414.5M
$414.5M
$320.3M
$274.5M
$239.8M
$175.5M