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Bogart Wealth LLC’s Applied Industrial Technologies AIT Stock Holding History

Bogart Wealth LLC’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 		$7.1K Buy
21
+4
+24% +$1.23K ﹤0.01% 1110
2026
Q1 		$4.51K Buy
17
+7
+70% +$1.91K ﹤0.01% 1089
2025
Q4 		$2.57K Hold
10
– – ﹤0.01% 1134
2025
Q3 		$2.61K Hold
10
– – ﹤0.01% 1099
2025
Q2 		$2.33K Sell
10
-2
-17% -$455 ﹤0.01% 1076
2025
Q1 		$2.7K Sell
12
-8
-40% -$1.97K ﹤0.01% 1019
2024
Q4 		$4.79K Buy
+20
New +$4.99K ﹤0.01% 888

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

Bogart Wealth LLC's AIT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Applied Industrial Technologies (AIT) stake by 24% in Q2 2026, buying an estimated $1.23K and bringing the position to 21 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Bogart Wealth LLC first reported a position in AIT in Q4 2024 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Bogart Wealth LLC held 21 shares of Applied Industrial Technologies worth $7.1K as of Q2 2026.
  • Bogart Wealth LLC bought 4 Applied Industrial Technologies shares in Q2 2026, an estimated $1.23K.
  • Applied Industrial Technologies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1110 holding.
  • Bogart Wealth LLC first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 7 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.