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Aventura Private Wealth’s Applied Industrial Technologies AIT Stock Holding History

Aventura Private Wealth’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 		$2.71K Hold
8
– – ﹤0.01% 783
2026
Q1 		$2.12K Hold
8
– – ﹤0.01% 743
2025
Q4 		$2.05K Hold
8
– – ﹤0.01% 682
2025
Q3 		$2.09K Buy
+8
New +$2.1K ﹤0.01% 673

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aventura Private Wealth's AIT Position: Q2 2026 in Review

Aventura Private Wealth held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 8 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Aventura Private Wealth first reported a position in AIT in Q3 2025 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Aventura Private Wealth held 8 shares of Applied Industrial Technologies worth $2.71K as of Q2 2026.
  • Aventura Private Wealth left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #783 holding.
  • Aventura Private Wealth first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 4 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.