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

Moran 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 		$8.42M Sell
24,887
-1,446
-5% -$444K 0.23% 145
2026
Q1 		$6.99M Buy
26,333
+12,211
+86% +$3.32M 0.21% 153
2025
Q4 		$3.63M Sell
14,122
-571
-4% -$146K 0.11% 230
2025
Q3 		$3.84M Sell
14,693
-244
-2% -$64K 0.12% 212
2025
Q2 		$3.47M Buy
+14,937
New +$3.4M 0.11% 235

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

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

Moran Wealth Management reduced its Applied Industrial Technologies (AIT) stake by 5.5% in Q2 2026, selling an estimated $444K and leaving 24,887 shares worth $8.42M. The position accounts for 0.23% of the portfolio, ranked #145.

Moran Wealth Management first reported a position in AIT in Q2 2025 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Moran Wealth Management held 24,887 shares of Applied Industrial Technologies worth $8.42M as of Q2 2026.
  • Moran Wealth Management sold 1,446 Applied Industrial Technologies shares in Q2 2026, an estimated $444K.
  • Applied Industrial Technologies made up 0.23% of Moran Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Moran Wealth Management first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 5 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.