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Avion Wealth’s Applied Industrial Technologies AIT Stock Holding History

Avion 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
Q1 		$0 Hold
2
– – ﹤0.01% 1203
2025
Q4 		$0 Hold
2
– – ﹤0.01% 1192
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1157
2025
Q2 		$0 Hold
2
– – ﹤0.01% 1118
2025
Q1 		$0 Buy
+2
New +$493 ﹤0.01% 981

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Avion Wealth's AIT Position: Q1 2026 in Review

Avion Wealth held its Applied Industrial Technologies (AIT) position steady in Q1 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Avion Wealth first reported a position in AIT in Q1 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Avion Wealth held 2 shares of Applied Industrial Technologies worth $0 as of Q1 2026.
  • Avion Wealth left its Applied Industrial Technologies share count unchanged in Q1 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1203 holding.
  • Avion Wealth first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.