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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
Q2 		$345K Sell
1,021
-497
-33% -$152K 0.02% 235
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 $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

Strategic Wealth Partners's AIT Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Applied Industrial Technologies (AIT) stake by 33% in Q2 2026, selling an estimated $152K and leaving 1,021 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #235.

Strategic Wealth Partners first reported a position in AIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.4M in Q4 2025. 621 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Strategic Wealth Partners held 1,021 shares of Applied Industrial Technologies worth $345K as of Q2 2026.
  • Strategic Wealth Partners sold 497 Applied Industrial Technologies shares in Q2 2026, an estimated $152K.
  • Applied Industrial Technologies made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #235 holding.
  • Strategic Wealth Partners first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Applied Industrial Technologies position peaked at $12.4M in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.