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

HB 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 		$937K Buy
2,771
+748
+37% +$229K 0.01% 772
2026
Q1 		$537K Buy
2,023
+861
+74% +$234K ﹤0.01% 943
2025
Q4 		$298K Buy
1,162
+230
+25% +$58.8K ﹤0.01% 1141
2025
Q3 		$243K Buy
+932
New +$245K ﹤0.01% 1181

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

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

HB Wealth Management increased its Applied Industrial Technologies (AIT) stake by 37% in Q2 2026, buying an estimated $229K and bringing the position to 2,771 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #772.

HB Wealth Management first reported a position in AIT in Q3 2025 and has held it in 4 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • HB Wealth Management held 2,771 shares of Applied Industrial Technologies worth $937K as of Q2 2026.
  • HB Wealth Management bought 748 Applied Industrial Technologies shares in Q2 2026, an estimated $229K.
  • Applied Industrial Technologies made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #772 holding.
  • HB Wealth Management first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 4 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.