SWP
AIT icon

Strategic Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History

Strategic Wealth Partners’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 		$403K Sell
1,518
-46,909
-97% -$12.8M 0.03% 218
2025
Q4 		$12.4M Buy
48,427
+2,298
+5% +$588K 0.85% 35
2025
Q3 		$12M Buy
46,129
+2,137
+5% +$561K 0.9% 28
2025
Q2 		$10.2M Buy
+43,992
New +$10M 0.8% 36
2024
Q4 		$7.47M Buy
+28,378
New +$7.08M 0.62% 58

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

Strategic Wealth Partners's AIT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Applied Industrial Technologies (AIT) stake by 97% in Q1 2026, selling an estimated $12.8M and leaving 1,518 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #218.

Strategic Wealth Partners first reported a position in AIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.4M in Q4 2025. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Strategic Wealth Partners held 1,518 shares of Applied Industrial Technologies worth $403K as of Q1 2026.
  • Strategic Wealth Partners sold 46,909 Applied Industrial Technologies shares in Q1 2026, an estimated $12.8M.
  • Applied Industrial Technologies made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #218 holding.
  • Strategic Wealth Partners first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Applied Industrial Technologies position peaked at $12.4M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.