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Retirement Guys Formula’s Applied Industrial Technologies AIT Stock Holding History

Retirement Guys Formula’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 		$308K Hold
911
– – 0.12% 118
2026
Q1 		$242K Buy
911
+24
+3% +$6.53K 0.11% 123
2025
Q4 		$228K Hold
887
– – 0.1% 131
2025
Q3 		$232K Sell
887
-41
-4% -$10.8K 0.08% 146
2025
Q2 		$216K Buy
928
+3
+0.3% +$682 0.08% 129
2025
Q1 		$208K Sell
925
-13
-1% -$3.2K 0.1% 130
2024
Q4 		$225K Buy
938
+14
+2% +$3.49K 0.11% 120
2024
Q3 		$206K Buy
+924
New +$188K 0.1% 122

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

Retirement Guys Formula's AIT Position: Q2 2026 in Review

Retirement Guys Formula held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 911 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #118.

Retirement Guys Formula first reported a position in AIT in Q3 2024 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Retirement Guys Formula held 911 shares of Applied Industrial Technologies worth $308K as of Q2 2026.
  • Retirement Guys Formula left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up 0.12% of Retirement Guys Formula's portfolio in Q2 2026, its #118 holding.
  • Retirement Guys Formula first reported a position in Applied Industrial Technologies in Q3 2024 and has held it in 8 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.