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

IHT 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
Q1 		– Sell
-3,398
Closed -$872K – 1259
2025
Q4 		$872K Buy
3,398
+71
+2% +$18.2K 0.02% 578
2025
Q3 		$868K Buy
3,327
+159
+5% +$41.7K 0.02% 576
2025
Q2 		$737K Sell
3,168
-7
-0.2% -$1.59K 0.02% 584
2025
Q1 		$715K Buy
+3,175
New +$782K 0.02% 561
2023
Q1 		– Sell
-4,235
Closed -$534K – 953
2022
Q4 		$534K Buy
+4,235
New +$519K 0.03% 477

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

IHT Wealth Management's AIT Position: Q1 2026 in Review

IHT Wealth Management sold out of Applied Industrial Technologies (AIT) in Q1 2026, closing a stake of 3,398 shares — an estimated $872K sold.

IHT Wealth Management first reported a position in AIT in Q4 2022 and held it in 5 quarters. The position peaked at $872K in Q4 2025. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • IHT Wealth Management reported no remaining Applied Industrial Technologies position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 3,398 Applied Industrial Technologies shares in Q1 2026, an estimated $872K.
  • IHT Wealth Management first reported a position in Applied Industrial Technologies in Q4 2022 and held it in 5 quarters.
  • IHT Wealth Management's Applied Industrial Technologies position peaked at $872K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.