OneAscent Family Office’s Applied Industrial Technologies AIT Stock Holding History

OneAscent Family Office’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	$213K	Buy	+631	New	+$194K	0.11%	233

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

OneAscent Family Office's AIT Position: Q2 2026 in Review

OneAscent Family Office opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 631 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #233 among its holdings.

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

OneAscent Family Office held 631 shares of Applied Industrial Technologies worth $213K as of Q2 2026.
Applied Industrial Technologies was a new OneAscent Family Office position in Q2 2026.
Applied Industrial Technologies made up 0.11% of OneAscent Family Office's portfolio in Q2 2026, its #233 holding.
618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.