Abound Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Abound 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
2026 Q2	$379	Sell	1 -14	-93%	-$4.29K	﹤0.01%	993
2026 Q1	$4.03K	Sell	15 -15	-50%	-$4.08K	﹤0.01%	781
2025 Q4	$7.75K	Buy	+30	New	+$7.67K	﹤0.01%	556
2023 Q4	–	Sell	-6	Closed	-$928	–	1343
2023 Q3	$928	Hold	6	–	–	﹤0.01%	717
2023 Q2	$869	Buy	+6	New	+$800	﹤0.01%	752

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Abound Wealth Management's AIT Position: Q2 2026 in Review

Abound Wealth Management reduced its Applied Industrial Technologies (AIT) stake by 93% in Q2 2026, selling an estimated $4.29K and leaving 1 share worth $379. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Abound Wealth Management first reported a position in AIT in Q2 2023 and has held it in 5 quarters since. The position peaked at $7.75K in Q4 2025. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Abound Wealth Management held 1 share of Applied Industrial Technologies worth $379 as of Q2 2026.
Abound Wealth Management sold 14 Applied Industrial Technologies shares in Q2 2026, an estimated $4.29K.
Applied Industrial Technologies made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #993 holding.
Abound Wealth Management first reported a position in Applied Industrial Technologies in Q2 2023 and has held it in 5 quarters since.
Abound Wealth Management's Applied Industrial Technologies position peaked at $7.75K in Q4 2025.
618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.