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Abich Financial Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Abich Financial Wealth 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 		$29.5K Buy
+113
New +$29.6K 0.01% 368
2024
Q3 		– Sell
-10
Closed -$1.94K – 394
2024
Q2 		$1.94K Buy
+10
New +$1.91K ﹤0.01% 493

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's AIT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Applied Industrial Technologies (AIT) in Q3 2025: 113 shares worth $29.5K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in AIT as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in AIT in Q2 2024 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • Abich Financial Wealth Management held 113 shares of Applied Industrial Technologies worth $29.5K as of Q3 2025.
  • Applied Industrial Technologies was a new Abich Financial Wealth Management position in Q3 2025.
  • Applied Industrial Technologies made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #368 holding.
  • Abich Financial Wealth Management first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 2 quarters since.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.