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

Kingswood 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 		$382K Buy
1,131
+2
+0.2% +$614 0.02% 692
2026
Q1 		$300K Sell
1,129
-163
-13% -$44.4K 0.01% 711
2025
Q4 		$332K Buy
1,292
+77
+6% +$19.7K 0.02% 645
2025
Q3 		$317K Buy
1,215
+252
+26% +$66.1K 0.02% 609
2025
Q2 		$224K Buy
963
+3
+0.3% +$682 0.02% 665
2025
Q1 		$216K Sell
960
-1,179
-55% -$291K 0.02% 661
2024
Q4 		$512K Buy
2,139
+157
+8% +$39.1K 0.04% 434
2024
Q3 		$442K Buy
+1,982
New +$404K 0.03% 485
2024
Q2 		– Sell
-1,849
Closed -$365K – 655
2024
Q1 		$365K Buy
+1,849
New +$338K 0.04% 423
2023
Q4 		– Sell
-1,980
Closed -$306K – 642
2023
Q3 		$306K Buy
+1,980
New +$297K 0.05% 324

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

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

Kingswood Wealth Advisors increased its Applied Industrial Technologies (AIT) stake by 0.18% in Q2 2026, buying an estimated $614 and bringing the position to 1,131 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #692.

Kingswood Wealth Advisors first reported a position in AIT in Q3 2023 and has held it in 10 quarters since. The position peaked at $512K in Q4 2024. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Kingswood Wealth Advisors held 1,131 shares of Applied Industrial Technologies worth $382K as of Q2 2026.
  • Kingswood Wealth Advisors bought 2 Applied Industrial Technologies shares in Q2 2026, an estimated $614.
  • Applied Industrial Technologies made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #692 holding.
  • Kingswood Wealth Advisors first reported a position in Applied Industrial Technologies in Q3 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's Applied Industrial Technologies position peaked at $512K in Q4 2024.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.