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

Maridea 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 		– Sell
-1,148
Closed -$305K – 548
2026
Q1 		$305K Sell
1,148
-926
-45% -$252K 0.04% 344
2025
Q4 		$533K Buy
+2,074
New +$531K 0.08% 239

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

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

Maridea Wealth Management sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 1,148 shares — an estimated $305K sold.

Maridea Wealth Management first reported a position in AIT in Q4 2025 and held it in 2 quarters. The position peaked at $533K in Q4 2025. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Maridea Wealth Management reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 1,148 Applied Industrial Technologies shares in Q2 2026, an estimated $305K.
  • Maridea Wealth Management first reported a position in Applied Industrial Technologies in Q4 2025 and held it in 2 quarters.
  • Maridea Wealth Management's Applied Industrial Technologies position peaked at $533K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.