Capital A Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Capital A 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
2025 Q2	$1.73K	Buy	+10	New	+$2.27K	0.02%	335

Other funds holding AIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital A Wealth Management's AIT Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Applied Industrial Technologies (AIT) in Q2 2025: 10 shares worth $1.73K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings.

540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

Capital A Wealth Management held 10 shares of Applied Industrial Technologies worth $1.73K as of Q2 2025.
Applied Industrial Technologies was a new Capital A Wealth Management position in Q2 2025.
Applied Industrial Technologies made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #335 holding.
540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.