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

Base 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 		$1.11M Buy
3,280
+663
+25% +$203K 0.52% 29
2026
Q1 		$694K Sell
2,617
-95
-4% -$25.9K 0.39% 33
2025
Q4 		$696K Buy
2,712
+159
+6% +$40.7K 0.37% 35
2025
Q3 		$666K Buy
2,553
+76
+3% +$19.9K 0.38% 36
2025
Q2 		$576K Buy
2,477
+5
+0.2% +$1.14K 0.37% 36
2025
Q1 		$557K Buy
+2,472
New +$609K 0.42% 34

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Base Wealth Management increased its Applied Industrial Technologies (AIT) stake by 25% in Q2 2026, buying an estimated $203K and bringing the position to 3,280 shares worth $1.11M. The position accounts for 0.52% of the portfolio, ranked #29.

Base Wealth Management first reported a position in AIT in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Base Wealth Management held 3,280 shares of Applied Industrial Technologies worth $1.11M as of Q2 2026.
  • Base Wealth Management bought 663 Applied Industrial Technologies shares in Q2 2026, an estimated $203K.
  • Applied Industrial Technologies made up 0.52% of Base Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Base Wealth Management first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 6 quarters since.
  • 404 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.