Pinnacle Wealth Planning Services’s Applied Industrial Technologies AIT Stock Holding History

Pinnacle Wealth Planning Services’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	$162K	Hold	478	–	–	0.02%	628
2026 Q1	$127K	Sell	478 -206	-30%	-$56.1K	0.01%	678
2025 Q4	$176K	Buy	+684	New	+$175K	0.02%	509
2024 Q4	–	Sell	-937	Closed	-$209K	–	396
2024 Q3	$209K	Buy	+937	New	+$191K	0.03%	449
2021 Q1	–	Sell	-931	Closed	-$72K	–	388
2020 Q4	$72K	Buy	+931	New	+$65.5K	0.02%	623

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

Pinnacle Wealth Planning Services's AIT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 478 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #628.

Pinnacle Wealth Planning Services first reported a position in AIT in Q4 2020 and has held it in 5 quarters since. The position peaked at $209K in Q3 2024. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Pinnacle Wealth Planning Services held 478 shares of Applied Industrial Technologies worth $162K as of Q2 2026.
Pinnacle Wealth Planning Services left its Applied Industrial Technologies share count unchanged in Q2 2026.
Applied Industrial Technologies made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #628 holding.
Pinnacle Wealth Planning Services first reported a position in Applied Industrial Technologies in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Applied Industrial Technologies position peaked at $209K in Q3 2024.
620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.