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
Q2 		$2.83M Buy
8,376
+3,298
+65% +$1.01M ﹤0.01% 1201
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 $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

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

Focus Partners Wealth increased its Applied Industrial Technologies (AIT) stake by 65% in Q2 2026, buying an estimated $1.01M and bringing the position to 8,376 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Focus Partners Wealth first reported a position in AIT in Q4 2024 and has held it in 7 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Focus Partners Wealth held 8,376 shares of Applied Industrial Technologies worth $2.83M as of Q2 2026.
  • Focus Partners Wealth bought 3,298 Applied Industrial Technologies shares in Q2 2026, an estimated $1.01M.
  • Applied Industrial Technologies made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1201 holding.
  • Focus Partners Wealth first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 7 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.