DWM
AIT icon

Dogwood Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Dogwood 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
2026
Q2 		$9.81K Buy
29
+5
+21% +$1.53K ﹤0.01% 386
2026
Q1 		$6.37K Buy
+24
New +$6.53K ﹤0.01% 422

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

Dogwood Wealth Management's AIT Position: Q2 2026 in Review

Dogwood Wealth Management increased its Applied Industrial Technologies (AIT) stake by 21% in Q2 2026, buying an estimated $1.53K and bringing the position to 29 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Dogwood Wealth Management 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.

  • Dogwood Wealth Management held 29 shares of Applied Industrial Technologies worth $9.81K as of Q2 2026.
  • Dogwood Wealth Management bought 5 Applied Industrial Technologies shares in Q2 2026, an estimated $1.53K.
  • Applied Industrial Technologies made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #386 holding.
  • Dogwood Wealth Management 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 Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.