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

Focus Partners 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
Q1 		$1.35M Buy
5,078
+3,551
+233% +$967K ﹤0.01% 1478
2025
Q4 		$392K Sell
1,527
-774
-34% -$198K ﹤0.01% 2064
2025
Q3 		$476K Buy
2,301
+962
+72% +$252K ﹤0.01% 1626
2025
Q2 		$311K Sell
1,339
-2
-0.1% -$455 ﹤0.01% 1660
2025
Q1 		$302K Buy
1,341
+58
+5% +$14.3K ﹤0.01% 1568
2024
Q4 		$307K Buy
+1,283
New +$320K ﹤0.01% 1540

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Focus Partners Wealth's AIT Position: Q1 2026 in Review

Focus Partners Wealth increased its Applied Industrial Technologies (AIT) stake by 233% in Q1 2026, buying an estimated $967K and bringing the position to 5,078 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Focus Partners Wealth first reported a position in AIT in Q4 2024 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Focus Partners Wealth held 5,078 shares of Applied Industrial Technologies worth $1.35M as of Q1 2026.
  • Focus Partners Wealth bought 3,551 Applied Industrial Technologies shares in Q1 2026, an estimated $967K.
  • Applied Industrial Technologies made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1478 holding.
  • Focus Partners Wealth first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 6 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.