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Intentional Wealth Strategies’s Applied Industrial Technologies AIT Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-2
Closed -$531 – 95
2026
Q1 		$531 Buy
+2
New +$544 ﹤0.01% 850

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Intentional Wealth Strategies's AIT Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 2 shares — an estimated $531 sold.

Intentional Wealth Strategies first reported a position in AIT in Q1 2026 and held it in 1 quarter. The position peaked at $531 in Q1 2026. 580 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 2 Applied Industrial Technologies shares in Q2 2026, an estimated $531.
  • Intentional Wealth Strategies first reported a position in Applied Industrial Technologies in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Applied Industrial Technologies position peaked at $531 in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.