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Retirement Planning Group (Kansas)’s Applied Industrial Technologies AIT Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$247K Buy
932
+1
+0.1% +$272 0.01% 438
2025
Q4 		$239K Sell
931
-5
-0.5% -$1.28K 0.01% 378
2025
Q3 		$244K Buy
+936
New +$246K 0.01% 358

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Retirement Planning Group (Kansas)'s AIT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Applied Industrial Technologies (AIT) stake by 0.11% in Q1 2026, buying an estimated $272 and bringing the position to 932 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #438.

Retirement Planning Group (Kansas) first reported a position in AIT in Q3 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Retirement Planning Group (Kansas) held 932 shares of Applied Industrial Technologies worth $247K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 1 Applied Industrial Technologies share in Q1 2026, an estimated $272.
  • Applied Industrial Technologies made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #438 holding.
  • Retirement Planning Group (Kansas) first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.