PWMG
AIT icon

Private Wealth Management Group’s Applied Industrial Technologies AIT Stock Holding History

Private Wealth Management Group’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 		$12.2K Hold
36
– – ﹤0.01% 527
2026
Q1 		$9.55K Hold
36
– – ﹤0.01% 536
2025
Q4 		$9.24K Hold
36
– – ﹤0.01% 533
2025
Q3 		$9.4K Hold
36
– – ﹤0.01% 534
2025
Q2 		$8.37K Sell
36
-1
-3% -$227 ﹤0.01% 550
2025
Q1 		$8.34K Hold
37
– – ﹤0.01% 534
2024
Q4 		$8.86K Hold
37
– – ﹤0.01% 519
2024
Q3 		$8.26K Buy
37
+1
+3% +$204 ﹤0.01% 518
2024
Q2 		$6.98K Hold
36
– – ﹤0.01% 574
2024
Q1 		$7.11K Hold
36
– – ﹤0.01% 511
2023
Q4 		$6.22K Buy
+36
New +$5.83K ﹤0.01% 556

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

Private Wealth Management Group's AIT Position: Q2 2026 in Review

Private Wealth Management Group held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 36 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Private Wealth Management Group first reported a position in AIT in Q4 2023 and has held it in 11 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Private Wealth Management Group held 36 shares of Applied Industrial Technologies worth $12.2K as of Q2 2026.
  • Private Wealth Management Group left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #527 holding.
  • Private Wealth Management Group first reported a position in Applied Industrial Technologies in Q4 2023 and has held it in 11 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.