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Larson Financial Group’s Applied Industrial Technologies AIT Stock Holding History

Larson Financial Group’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 		$1.7K Buy
+5
New +$1.53K ﹤0.01% 3166
2026
Q1 		– Sell
-2
Closed -$544 – 3615
2025
Q4 		$518 Hold
2
– – ﹤0.01% 3113
2025
Q3 		$527 Sell
2
-1
-33% -$262 ﹤0.01% 3092
2025
Q2 		$697 Buy
3
+1
+50% +$227 ﹤0.01% 2762
2025
Q1 		$451 Sell
2
-118
-98% -$29.1K ﹤0.01% 2603
2024
Q4 		$28.7K Buy
120
+118
+5,900% +$29.4K ﹤0.01% 1088
2024
Q3 		$446 Hold
2
– – ﹤0.01% 2154
2024
Q2 		$388 Buy
+2
New +$381 ﹤0.01% 1900

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

Larson Financial Group's AIT Position: Q2 2026 in Review

Larson Financial Group opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 5 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #3166 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in AIT as recently as Q4 2025.

Larson Financial Group first reported a position in AIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $28.7K in Q4 2024. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Larson Financial Group held 5 shares of Applied Industrial Technologies worth $1.7K as of Q2 2026.
  • Applied Industrial Technologies was a new Larson Financial Group position in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3166 holding.
  • Larson Financial Group first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Applied Industrial Technologies position peaked at $28.7K in Q4 2024.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.