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Integrated Wealth Concepts’s Applied Industrial Technologies AIT Stock Holding History

Integrated Wealth Concepts’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 		$972K Buy
+3,663
New +$997K 0.01% 1135
2025
Q4 		– Sell
-1,000
Closed -$261K – 1619
2025
Q3 		$261K Buy
+1,000
New +$262K ﹤0.01% 1708

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

Integrated Wealth Concepts's AIT Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Applied Industrial Technologies (AIT) in Q1 2026: 3,663 shares worth $972K. The stake represents 0.01% of the portfolio and ranks #1135 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AIT as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in AIT in Q3 2025 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Integrated Wealth Concepts held 3,663 shares of Applied Industrial Technologies worth $972K as of Q1 2026.
  • Applied Industrial Technologies was a new Integrated Wealth Concepts position in Q1 2026.
  • Applied Industrial Technologies made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1135 holding.
  • Integrated Wealth Concepts first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

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