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High Note Wealth’s Applied Industrial Technologies AIT Stock Holding History

High Note 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 		$8.12K Hold
24
– – ﹤0.01% 457
2026
Q1 		$6.37K Hold
24
– – ﹤0.01% 463
2025
Q4 		$6.16K Hold
24
– – ﹤0.01% 432
2025
Q3 		$6.26K Sell
24
-1
-4% -$262 ﹤0.01% 387
2025
Q2 		$5.81K Hold
25
– – ﹤0.01% 378
2025
Q1 		$5.63K Hold
25
– – ﹤0.01% 376
2024
Q4 		$5.99K Buy
+25
New +$6.23K ﹤0.01% 379

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

High Note Wealth's AIT Position: Q2 2026 in Review

High Note Wealth held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 24 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

High Note 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.

  • High Note Wealth held 24 shares of Applied Industrial Technologies worth $8.12K as of Q2 2026.
  • High Note Wealth left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #457 holding.
  • High Note 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 High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.