Spire Wealth Management
AIT icon

Spire Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Spire Wealth Management’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 		$27.6K Sell
83
-650
-89% -$218K ﹤0.01% 1305
2026
Q2 		$248K Sell
733
-68
-8% -$20.9K 0.01% 727
2026
Q1 		$213K Sell
801
-306
-28% -$83.3K 0.01% 760
2025
Q4 		$284K Sell
1,107
-1,894
-63% -$485K 0.01% 697
2025
Q3 		$783K Buy
3,001
+151
+5% +$39.6K 0.03% 424
2025
Q2 		$662K Buy
2,850
+267
+10% +$60.7K 0.02% 451
2025
Q1 		$582K Buy
2,583
+262
+11% +$64.6K 0.02% 528
2024
Q4 		$556K Buy
2,321
+1,663
+253% +$415K 0.02% 524
2024
Q3 		$147K Buy
658
+556
+545% +$113K ﹤0.01% 813
2024
Q2 		$19.8K Buy
+102
New +$19.4K ﹤0.01% 1449
2023
Q1 		– Sell
-27
Closed -$3K – 2475
2022
Q4 		$3K Buy
+27
New +$3.31K ﹤0.01% 1940
2022
Q2 		– Sell
-36
Closed -$4K – 2648
2022
Q1 		$4K Buy
+36
New +$3.58K ﹤0.01% 2265

Other funds holding AIT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Spire Wealth Management's AIT Position: Q3 2026 in Review

Spire Wealth Management reduced its Applied Industrial Technologies (AIT) stake by 89% in Q3 2026, selling an estimated $218K and leaving 83 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Spire Wealth Management first reported a position in AIT in Q1 2022 and has held it in 12 quarters since. The position peaked at $783K in Q3 2025. 517 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Spire Wealth Management held 83 shares of Applied Industrial Technologies worth $27.6K as of Q3 2026.
  • Spire Wealth Management sold 650 Applied Industrial Technologies shares in Q3 2026, an estimated $218K.
  • Applied Industrial Technologies made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1305 holding.
  • Spire Wealth Management first reported a position in Applied Industrial Technologies in Q1 2022 and has held it in 12 quarters since.
  • Spire Wealth Management's Applied Industrial Technologies position peaked at $783K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.