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Curio Wealth’s Applied Industrial Technologies AIT Stock Holding History

Curio Wealth’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 		– Sell
-1
Closed -$265 – 112
2026
Q1 		$265 Buy
+1
New +$272 ﹤0.01% 675

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

Curio Wealth's AIT Position: Q2 2026 in Review

Curio Wealth sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 1 share — an estimated $265 sold.

Curio Wealth first reported a position in AIT in Q1 2026 and held it in 1 quarter. The position peaked at $265 in Q1 2026. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Curio Wealth reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Applied Industrial Technologies share in Q2 2026, an estimated $265.
  • Curio Wealth first reported a position in Applied Industrial Technologies in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Applied Industrial Technologies position peaked at $265 in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.