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Daymark Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History

Daymark Wealth Partners’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 		$306K Buy
905
+74
+9% +$22.7K 0.01% 627
2026
Q1 		$220K Buy
+831
New +$226K 0.01% 681

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Vanguard Capital Management
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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

Daymark Wealth Partners's AIT Position: Q2 2026 in Review

Daymark Wealth Partners increased its Applied Industrial Technologies (AIT) stake by 8.9% in Q2 2026, buying an estimated $22.7K and bringing the position to 905 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #627.

Daymark Wealth Partners first reported a position in AIT in Q1 2026 and has held it in 2 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Daymark Wealth Partners held 905 shares of Applied Industrial Technologies worth $306K as of Q2 2026.
  • Daymark Wealth Partners bought 74 Applied Industrial Technologies shares in Q2 2026, an estimated $22.7K.
  • Applied Industrial Technologies made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #627 holding.
  • Daymark Wealth Partners first reported a position in Applied Industrial Technologies in Q1 2026 and has held it in 2 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.