Activest Wealth Management
AIT icon

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

Activest 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
Q3 		$13.6K Hold
41
– – ﹤0.01% 532
2026
Q2 		$13.9K Hold
41
– – ﹤0.01% 516
2026
Q1 		$10.9K Buy
41
+12
+41% +$3.27K ﹤0.01% 662
2025
Q4 		$7.45K Buy
+29
New +$7.42K ﹤0.01% 717

Other funds holding AIT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Activest Wealth Management's AIT Position: Q3 2026 in Review

Activest Wealth Management held its Applied Industrial Technologies (AIT) position steady in Q3 2026 at 41 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Activest Wealth Management first reported a position in AIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.9K in Q2 2026. 341 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Activest Wealth Management held 41 shares of Applied Industrial Technologies worth $13.6K as of Q3 2026.
  • Activest Wealth Management left its Applied Industrial Technologies share count unchanged in Q3 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #532 holding.
  • Activest Wealth Management first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Applied Industrial Technologies position peaked at $13.9K in Q2 2026.
  • 341 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.