LWAM
AIT icon

Legacy Wealth Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Legacy Wealth Asset 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 		$712K Sell
2,105
-20
-0.9% -$6.14K 0.16% 201
2026
Q1 		$564K Sell
2,125
-10
-0.5% -$2.72K 0.14% 240
2025
Q4 		$548K Sell
2,135
-33
-2% -$8.44K 0.13% 242
2025
Q3 		$566K Buy
2,168
+1,014
+88% +$266K 0.14% 235
2025
Q2 		$268K Buy
+1,154
New +$262K 0.07% 325

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

Legacy Wealth Asset Management's AIT Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Applied Industrial Technologies (AIT) stake by 0.94% in Q2 2026, selling an estimated $6.14K and leaving 2,105 shares worth $712K. The position accounts for 0.16% of the portfolio, ranked #201.

Legacy Wealth Asset Management first reported a position in AIT in Q2 2025 and has held it in 5 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Legacy Wealth Asset Management held 2,105 shares of Applied Industrial Technologies worth $712K as of Q2 2026.
  • Legacy Wealth Asset Management sold 20 Applied Industrial Technologies shares in Q2 2026, an estimated $6.14K.
  • Applied Industrial Technologies made up 0.16% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #201 holding.
  • Legacy Wealth Asset Management first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 5 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.