OWM
AIT icon

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

OneAscent 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 		$229K Buy
+676
New +$207K 0.07% 154
2026
Q1 		– Sell
-855
Closed -$220K – 159
2025
Q4 		$220K Sell
855
-59
-6% -$15.1K 0.07% 151
2025
Q3 		$239K Sell
914
-18
-2% -$4.72K 0.08% 152
2025
Q2 		$217K Buy
932
+14
+2% +$3.18K 0.08% 158
2025
Q1 		$207K Buy
+918
New +$226K 0.09% 142
2024
Q4 		– Sell
-979
Closed -$218K – 161
2024
Q3 		$218K Buy
+979
New +$200K 0.08% 168

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

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

OneAscent Wealth Management opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 676 shares worth $229K. The stake represents 0.07% of the portfolio and ranks #154 among its holdings. This is a return to the name: OneAscent Wealth Management previously reported a position in AIT as recently as Q4 2025.

OneAscent Wealth Management first reported a position in AIT in Q3 2024 and has held it in 6 quarters since. The position peaked at $239K in Q3 2025. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • OneAscent Wealth Management held 676 shares of Applied Industrial Technologies worth $229K as of Q2 2026.
  • Applied Industrial Technologies was a new OneAscent Wealth Management position in Q2 2026.
  • Applied Industrial Technologies made up 0.07% of OneAscent Wealth Management's portfolio in Q2 2026, its #154 holding.
  • OneAscent Wealth Management first reported a position in Applied Industrial Technologies in Q3 2024 and has held it in 6 quarters since.
  • OneAscent Wealth Management's Applied Industrial Technologies position peaked at $239K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

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