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Balboa Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History

Balboa Wealth Partners’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 		$412K Sell
1,219
-180
-13% -$55.2K 0.06% 275
2026
Q1 		$371K Buy
1,399
+522
+60% +$142K 0.06% 255
2025
Q4 		$225K Buy
877
+96
+12% +$24.6K 0.04% 354
2025
Q3 		$204K Buy
+781
New +$205K 0.04% 350
2025
Q2 		– Sell
-1,085
Closed -$244K – 379
2025
Q1 		$244K Buy
1,085
+152
+16% +$37.5K 0.06% 228
2024
Q4 		$223K Buy
+933
New +$233K 0.05% 259

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

Balboa Wealth Partners's AIT Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Applied Industrial Technologies (AIT) stake by 13% in Q2 2026, selling an estimated $55.2K and leaving 1,219 shares worth $412K. The position accounts for 0.06% of the portfolio, ranked #275.

Balboa Wealth Partners first reported a position in AIT in Q4 2024 and has held it in 6 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Balboa Wealth Partners held 1,219 shares of Applied Industrial Technologies worth $412K as of Q2 2026.
  • Balboa Wealth Partners sold 180 Applied Industrial Technologies shares in Q2 2026, an estimated $55.2K.
  • Applied Industrial Technologies made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #275 holding.
  • Balboa Wealth Partners first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 6 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.