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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
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

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 Wealth Solutions's AIT Position: Q2 2026 in Review

Retirement Wealth Solutions held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 27 shares worth $9.13K. The position accounts for 0.01% of the portfolio, ranked #237.

Retirement Wealth Solutions first reported a position in AIT in Q3 2025 and has held it in 4 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Retirement Wealth Solutions held 27 shares of Applied Industrial Technologies worth $9.13K as of Q2 2026.
  • Retirement Wealth Solutions left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #237 holding.
  • Retirement Wealth Solutions first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 4 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.