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

Mission 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	$322K	Buy	+953	New	+$292K	﹤0.01%	853

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Mission Wealth Management opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 953 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings.

618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Mission Wealth Management held 953 shares of Applied Industrial Technologies worth $322K as of Q2 2026.
Applied Industrial Technologies was a new Mission Wealth Management position in Q2 2026.
Applied Industrial Technologies made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #853 holding.
618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.