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

Kingsview 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 Q2	$3.4M	Buy	10,068 +20	+0.2%	+$6.14K	0.04%	430
2026 Q1	$2.67M	Sell	10,048 -87	-0.9%	-$23.7K	0.04%	451
2025 Q4	$2.6M	Sell	10,135 -12,702	-56%	-$3.25M	0.04%	432
2025 Q3	$5.96M	Buy	22,837 +2,548	+13%	+$669K	0.09%	224
2025 Q2	$4.72M	Buy	20,289 +10,248	+102%	+$2.33M	0.08%	259
2025 Q1	$2.26M	Buy	10,041 +41	+0.4%	+$10.1K	0.04%	364
2024 Q4	$2.39M	Hold	10,000	–	–	0.05%	349
2024 Q3	$2.23M	Hold	10,000	–	–	0.05%	347
2024 Q2	$1.94M	Hold	10,000	–	–	0.05%	355
2024 Q1	$1.98M	Hold	10,000	–	–	0.05%	346
2023 Q4	$1.73M	Hold	10,000	–	–	0.05%	313
2023 Q3	$1.55M	Hold	10,000	–	–	0.06%	338
2023 Q2	$1.45M	Hold	10,000	–	–	0.06%	308
2023 Q1	$1.42M	Hold	10,000	–	–	0.06%	310
2022 Q4	$1.26M	Hold	10,000	–	–	0.05%	300
2022 Q3	$1.03M	Hold	10,000	–	–	0.05%	325
2022 Q2	$962K	Hold	10,000	–	–	0.05%	377
2022 Q1	$1.03M	Hold	10,000	–	–	0.05%	386
2021 Q4	$1.03M	Hold	10,000	–	–	0.04%	392
2021 Q3	$901K	Hold	10,000	–	–	0.04%	403
2021 Q2	$923K	Hold	10,000	–	–	0.05%	400
2021 Q1	$932K	Sell	10,000 -20,800	-68%	-$1.76M	0.05%	346
2020 Q4	$2.4M	Sell	30,800 -50,000	-62%	-$3.52M	0.17%	135
2020 Q3	$4.45M	Sell	80,800 -12,500	-13%	-$763K	0.4%	64
2020 Q2	$5.82M	Hold	93,300	–	–	0.58%	34
2020 Q1	$4.27M	Hold	93,300	–	–	0.58%	40
2019 Q4	$6.22M	Hold	93,300	–	–	0.78%	24
2019 Q3	$5.3M	Sell	93,300 -11,748	-11%	-$661K	0.83%	21
2019 Q2	$6.46M	Sell	105,048 -50,000	-32%	-$2.92M	1.08%	12
2019 Q1	$9.22M	Buy	155,048 +5,048	+3%	+$293K	1.4%	8
2018 Q4	$8.09M	Hold	150,000	–	–	1.77%	4
2018 Q3	$11.7M	Hold	150,000	–	–	2.38%	3
2018 Q2	$10.5M	Hold	150,000	–	–	2.51%	3
2018 Q1	$10.9M	Buy	+150,000	New	+$10.8M	2.72%	1

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kingsview Wealth Management's AIT Position: Q2 2026 in Review

Kingsview Wealth Management increased its Applied Industrial Technologies (AIT) stake by 0.2% in Q2 2026, buying an estimated $6.14K and bringing the position to 10,068 shares worth $3.4M. The position accounts for 0.04% of the portfolio, ranked #430.

Kingsview Wealth Management first reported a position in AIT in Q1 2018 and has held it in 34 quarters since. The position peaked at $11.7M in Q3 2018. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Kingsview Wealth Management held 10,068 shares of Applied Industrial Technologies worth $3.4M as of Q2 2026.
Kingsview Wealth Management bought 20 Applied Industrial Technologies shares in Q2 2026, an estimated $6.14K.
Applied Industrial Technologies made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #430 holding.
Kingsview Wealth Management first reported a position in Applied Industrial Technologies in Q1 2018 and has held it in 34 quarters since.
Kingsview Wealth Management's Applied Industrial Technologies position peaked at $11.7M in Q3 2018.
619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.