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Octavia Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

Octavia Wealth Advisors’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
-2,062
Closed -$547K – 232
2026
Q1 		$547K Hold
2,062
– – 0.05% 122
2025
Q4 		$529K Hold
2,062
– – 0.05% 130
2025
Q3 		$538K Buy
+2,062
New +$541K 0.05% 121

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AQR Capital Management
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State Street
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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

Octavia Wealth Advisors's AIT Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 2,062 shares — an estimated $547K sold.

Octavia Wealth Advisors first reported a position in AIT in Q3 2025 and held it in 3 quarters. The position peaked at $547K in Q1 2026. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,062 Applied Industrial Technologies shares in Q2 2026, an estimated $547K.
  • Octavia Wealth Advisors first reported a position in Applied Industrial Technologies in Q3 2025 and held it in 3 quarters.
  • Octavia Wealth Advisors's Applied Industrial Technologies position peaked at $547K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.