PWM
AIT icon

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

Parkworth 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
2025
Q2 		$232 Hold
1
– – ﹤0.01% 896
2025
Q1 		$225 Hold
1
– – ﹤0.01% 685
2024
Q4 		$239 Buy
+1
New +$249 ﹤0.01% 695

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parkworth Wealth Management's AIT Position: Q2 2025 in Review

Parkworth Wealth Management held its Applied Industrial Technologies (AIT) position steady in Q2 2025 at 1 share worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Parkworth Wealth Management first reported a position in AIT in Q4 2024 and has held it in 3 quarters since. The position peaked at $239 in Q4 2024. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Applied Industrial Technologies worth $232 as of Q2 2025.
  • Parkworth Wealth Management left its Applied Industrial Technologies share count unchanged in Q2 2025.
  • Applied Industrial Technologies made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #896 holding.
  • Parkworth Wealth Management first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Applied Industrial Technologies position peaked at $239 in Q4 2024.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.