Retirement Wealth Solutions’s Applied Industrial Technologies AIT Stock Holding History

Retirement Wealth Solutions’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 Q3	$8.97K	Hold	27	–	–	﹤0.01%	280
2026 Q2	$9.13K	Hold	27	–	–	0.01%	237
2026 Q1	$7.16K	Buy	27 +4	+17%	+$1.09K	﹤0.01%	256
2025 Q4	$5.91K	Hold	23	–	–	﹤0.01%	288
2025 Q3	$6K	Buy	+23	New	+$6.04K	﹤0.01%	278

Other funds holding AIT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Retirement Wealth Solutions's AIT Position: Q3 2026 in Review

Retirement Wealth Solutions held its Applied Industrial Technologies (AIT) position steady in Q3 2026 at 27 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Retirement Wealth Solutions first reported a position in AIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.13K in Q2 2026. 438 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

Retirement Wealth Solutions held 27 shares of Applied Industrial Technologies worth $8.97K as of Q3 2026.
Retirement Wealth Solutions left its Applied Industrial Technologies share count unchanged in Q3 2026.
Applied Industrial Technologies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #280 holding.
Retirement Wealth Solutions first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 5 quarters since.
Retirement Wealth Solutions's Applied Industrial Technologies position peaked at $9.13K in Q2 2026.
438 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.