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

Foguth 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
2025
Q2 		– Sell
-1,000
Closed -$225K – 140
2025
Q1 		$225K Buy
+1,000
New +$246K 0.05% 138

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Foguth Wealth Management's AIT Position: Q2 2025 in Review

Foguth Wealth Management sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 1,000 shares — an estimated $225K sold.

Foguth Wealth Management first reported a position in AIT in Q1 2025 and held it in 1 quarter. The position peaked at $225K in Q1 2025. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Foguth Wealth Management reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • Foguth Wealth Management sold 1,000 Applied Industrial Technologies shares in Q2 2025, an estimated $225K.
  • Foguth Wealth Management first reported a position in Applied Industrial Technologies in Q1 2025 and held it in 1 quarter.
  • Foguth Wealth Management's Applied Industrial Technologies position peaked at $225K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Foguth Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.