Fi3 Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History

Fi3 Financial Advisors’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	$13.4M	Buy	+46,397	New	+$14.2M	3.21%	8

Other funds holding AIT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fi3 Financial Advisors's AIT Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 46,397 shares worth $13.4M. The stake represents 3.21% of the portfolio and ranks #8 among its holdings.

619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Fi3 Financial Advisors held 46,397 shares of Applied Industrial Technologies worth $13.4M as of Q2 2026.
Applied Industrial Technologies was a new Fi3 Financial Advisors position in Q2 2026.
Applied Industrial Technologies made up 3.21% of Fi3 Financial Advisors's portfolio in Q2 2026, its #8 holding.
619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.