Planning Strategies’s Applied Industrial Technologies AIT Stock Holding History

Planning Strategies’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	$338	Buy	+1	New	+$307	﹤0.01%	928

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

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

Norges Bank Oslo, Norway $1T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Planning Strategies's AIT Position: Q2 2026 in Review

Planning Strategies opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 1 share worth $338. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings.

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

Planning Strategies held 1 share of Applied Industrial Technologies worth $338 as of Q2 2026.
Applied Industrial Technologies was a new Planning Strategies position in Q2 2026.
Applied Industrial Technologies made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #928 holding.
580 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.