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IBEX Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

IBEX Wealth Advisors’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 		$245K Buy
+725
New +$222K 0.02% 195
2025
Q1 		– Sell
-1,357
Closed -$325K – 123
2024
Q4 		$325K Buy
+1,357
New +$338K 0.04% 165
2024
Q3 		– Sell
-1,213
Closed -$235K – 75
2024
Q2 		$235K Buy
+1,213
New +$231K 0.04% 123

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

IBEX Wealth Advisors's AIT Position: Q2 2026 in Review

IBEX Wealth Advisors opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 725 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in AIT as recently as Q4 2024.

IBEX Wealth Advisors first reported a position in AIT in Q2 2024 and has held it in 3 quarters since. The position peaked at $325K in Q4 2024. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • IBEX Wealth Advisors held 725 shares of Applied Industrial Technologies worth $245K as of Q2 2026.
  • Applied Industrial Technologies was a new IBEX Wealth Advisors position in Q2 2026.
  • Applied Industrial Technologies made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • IBEX Wealth Advisors first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 3 quarters since.
  • IBEX Wealth Advisors's Applied Industrial Technologies position peaked at $325K in Q4 2024.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.