IWC
AIT icon

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
Q2 		$1.35M Buy
3,989
+326
+9% +$100K 0.01% 1039
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 $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

Integrated Wealth Concepts's AIT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Applied Industrial Technologies (AIT) stake by 8.9% in Q2 2026, buying an estimated $100K and bringing the position to 3,989 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1039.

Integrated Wealth Concepts first reported a position in AIT in Q3 2025 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Integrated Wealth Concepts held 3,989 shares of Applied Industrial Technologies worth $1.35M as of Q2 2026.
  • Integrated Wealth Concepts bought 326 Applied Industrial Technologies shares in Q2 2026, an estimated $100K.
  • Applied Industrial Technologies made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1039 holding.
  • Integrated Wealth Concepts first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 3 quarters since.
  • 622 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.