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Basecamp Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

Basecamp Wealth Advisors’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 		$23K Buy
68
+4
+6% +$1.23K ﹤0.01% 764
2026
Q1 		$17K Buy
64
+30
+88% +$8.17K ﹤0.01% 876
2025
Q4 		$8.73K Buy
+34
New +$8.7K ﹤0.01% 1005

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

Basecamp Wealth Advisors's AIT Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Applied Industrial Technologies (AIT) stake by 6.3% in Q2 2026, buying an estimated $1.23K and bringing the position to 68 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Basecamp Wealth Advisors first reported a position in AIT in Q4 2025 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Basecamp Wealth Advisors held 68 shares of Applied Industrial Technologies worth $23K as of Q2 2026.
  • Basecamp Wealth Advisors bought 4 Applied Industrial Technologies shares in Q2 2026, an estimated $1.23K.
  • Applied Industrial Technologies made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #764 holding.
  • Basecamp Wealth Advisors first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.