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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
Q3 		$968K Buy
2,914
+809
+38% +$272K 0.21% 135
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

FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACIML
ASK CAPITAL INVESTMENT MANAGERS, LLC Amarillo, Texas $97.1M AUM
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Legacy Wealth Asset Management's AIT Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Applied Industrial Technologies (AIT) stake by 38% in Q3 2026, buying an estimated $272K and bringing the position to 2,914 shares worth $968K. The position accounts for 0.21% of the portfolio, ranked #135.

Legacy Wealth Asset Management first reported a position in AIT in Q2 2025 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Legacy Wealth Asset Management held 2,914 shares of Applied Industrial Technologies worth $968K as of Q3 2026.
  • Legacy Wealth Asset Management bought 809 Applied Industrial Technologies shares in Q3 2026, an estimated $272K.
  • Applied Industrial Technologies made up 0.21% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #135 holding.
  • Legacy Wealth Asset Management first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 6 quarters since.
  • 46 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.