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Measured Wealth Private Client Group’s Applied Industrial Technologies AIT Stock Holding History

Measured Wealth Private Client 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 		$1.45M Sell
4,289
-74
-2% -$22.7K 0.35% 46
2026
Q1 		$1.16M Sell
4,363
-286
-6% -$77.9K 0.32% 46
2025
Q4 		$1.19M Buy
4,649
+235
+5% +$60.1K 0.32% 41
2025
Q3 		$1.15M Sell
4,414
-240
-5% -$63K 0.31% 40
2025
Q2 		$1.08M Buy
4,654
+251
+6% +$57.1K 0.32% 42
2025
Q1 		$992K Buy
4,403
+109
+3% +$26.9K 0.32% 43
2024
Q4 		$1.03M Sell
4,294
-556
-11% -$139K 0.33% 40
2024
Q3 		$1.08M Buy
4,850
+32
+0.7% +$6.52K 0.36% 38
2024
Q2 		$935K Sell
4,818
-87
-2% -$16.6K 0.33% 41
2024
Q1 		$969K Buy
4,905
+59
+1% +$10.8K 0.34% 44
2023
Q4 		$837K Buy
4,846
+139
+3% +$22.5K 0.31% 45
2023
Q3 		$728K Buy
4,707
+307
+7% +$46K 0.29% 53
2023
Q2 		$637K Buy
4,400
+1,242
+39% +$166K 0.24% 64
2023
Q1 		$449K Buy
3,158
+736
+30% +$99.8K 0.17% 94
2022
Q4 		$305K Buy
2,422
+260
+12% +$31.9K 0.13% 116
2022
Q3 		$222K Sell
2,162
-138
-6% -$14.2K 0.1% 131
2022
Q2 		$221K Buy
+2,300
New +$232K 0.1% 151

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

Measured Wealth Private Client Group's AIT Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Applied Industrial Technologies (AIT) stake by 1.7% in Q2 2026, selling an estimated $22.7K and leaving 4,289 shares worth $1.45M. The position accounts for 0.35% of the portfolio, ranked #46.

Measured Wealth Private Client Group first reported a position in AIT in Q2 2022 and has held it in 17 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Measured Wealth Private Client Group held 4,289 shares of Applied Industrial Technologies worth $1.45M as of Q2 2026.
  • Measured Wealth Private Client Group sold 74 Applied Industrial Technologies shares in Q2 2026, an estimated $22.7K.
  • Applied Industrial Technologies made up 0.35% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #46 holding.
  • Measured Wealth Private Client Group first reported a position in Applied Industrial Technologies in Q2 2022 and has held it in 17 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.