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

Physician 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 		$3.72K Sell
11
-1
-8% -$307 ﹤0.01% 1226
2026
Q1 		$3.18K Buy
12
+9
+300% +$2.45K ﹤0.01% 1161
2025
Q4 		$771 Sell
3
-5
-63% -$1.28K ﹤0.01% 1718
2025
Q3 		$2.09K Buy
8
+5
+167% +$1.31K ﹤0.01% 1206
2025
Q2 		$698 Buy
+3
New +$682 ﹤0.01% 1605

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

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

Physician Wealth Advisors reduced its Applied Industrial Technologies (AIT) stake by 8.3% in Q2 2026, selling an estimated $307 and leaving 11 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Physician Wealth Advisors first reported a position in AIT in Q2 2025 and has held it in 5 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Physician Wealth Advisors held 11 shares of Applied Industrial Technologies worth $3.72K as of Q2 2026.
  • Physician Wealth Advisors sold 1 Applied Industrial Technologies share in Q2 2026, an estimated $307.
  • Applied Industrial Technologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1226 holding.
  • Physician Wealth Advisors first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 5 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.