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

JFS 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 		$13.5K Hold
40
– – ﹤0.01% 881
2026
Q1 		$10.6K Buy
40
+1
+3% +$272 ﹤0.01% 924
2025
Q4 		$10K Sell
39
-11
-22% -$2.81K ﹤0.01% 972
2025
Q3 		$13.1K Hold
50
– – ﹤0.01% 821
2025
Q2 		$11.6K Hold
50
– – ﹤0.01% 814
2025
Q1 		$11.3K Sell
50
-19
-28% -$4.68K ﹤0.01% 839
2024
Q4 		$16.5K Buy
69
+39
+130% +$9.72K ﹤0.01% 694
2024
Q3 		$6.69K Buy
30
+1
+3% +$204 ﹤0.01% 1007
2024
Q2 		$5.63K Hold
29
– – ﹤0.01% 1017
2024
Q1 		$5.73K Hold
29
– – ﹤0.01% 1050
2023
Q4 		$5.01K Hold
29
– – ﹤0.01% 1054
2023
Q3 		$4.48K Hold
29
– – ﹤0.01% 1032
2023
Q2 		$4.2K Sell
29
-1
-3% -$133 ﹤0.01% 1081
2023
Q1 		$4.26K Sell
30
-1
-3% -$136 ﹤0.01% 1059
2022
Q4 		$3.91K Buy
31
+2
+7% +$245 ﹤0.01% 1089
2022
Q3 		$3K Sell
29
-6
-17% -$616 ﹤0.01% 1131
2022
Q2 		$3K Buy
35
+13
+59% +$1.31K ﹤0.01% 1140
2022
Q1 		$2K Buy
22
+13
+144% +$1.29K ﹤0.01% 1361
2021
Q4 		$1K Buy
+9
New +$901 ﹤0.01% 1235
2018
Q2 		– Sell
-7
Closed -$1K – 458
2018
Q1 		$1K Buy
+7
New +$502 ﹤0.01% 493

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

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

JFS Wealth Advisors held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 40 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

JFS Wealth Advisors first reported a position in AIT in Q1 2018 and has held it in 20 quarters since. The position peaked at $16.5K in Q4 2024. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • JFS Wealth Advisors held 40 shares of Applied Industrial Technologies worth $13.5K as of Q2 2026.
  • JFS Wealth Advisors left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #881 holding.
  • JFS Wealth Advisors first reported a position in Applied Industrial Technologies in Q1 2018 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Applied Industrial Technologies position peaked at $16.5K in Q4 2024.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.