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

Axxcess 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	$361K	Buy	+1,068	New	+$328K	0.01%	812
2026 Q1	–	Sell	-1,068	Closed	-$274K	–	393
2025 Q4	$274K	Hold	1,068	–	–	﹤0.01%	875
2025 Q3	$279K	Hold	1,068	–	–	0.01%	777
2025 Q2	$248K	Hold	1,068	–	–	0.01%	775
2025 Q1	$241K	Hold	1,068	–	–	0.01%	763
2024 Q4	$256K	Hold	1,068	–	–	0.01%	720
2024 Q3	$238K	Hold	1,068	–	–	0.01%	773
2024 Q2	$207K	Hold	1,068	–	–	0.01%	788
2024 Q1	$211K	Buy	+1,068	New	+$195K	0.01%	799

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

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

Axxcess Wealth Management opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 1,068 shares worth $361K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AIT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AIT in Q1 2024 and has held it in 9 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Axxcess Wealth Management held 1,068 shares of Applied Industrial Technologies worth $361K as of Q2 2026.
Applied Industrial Technologies was a new Axxcess Wealth Management position in Q2 2026.
Applied Industrial Technologies made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #812 holding.
Axxcess Wealth Management first reported a position in Applied Industrial Technologies in Q1 2024 and has held it in 9 quarters since.
618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.