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

Stratos 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 		– Sell
-1,159
Closed -$308K – 1692
2026
Q1 		$308K Buy
1,159
+326
+39% +$88.7K ﹤0.01% 1302
2025
Q4 		$214K Sell
833
-32
-4% -$8.19K ﹤0.01% 1478
2025
Q3 		$226K Sell
865
-373
-30% -$97.9K ﹤0.01% 1401
2025
Q2 		$288K Sell
1,238
-20
-2% -$4.55K ﹤0.01% 1156
2025
Q1 		$284K Buy
1,258
+402
+47% +$99.1K ﹤0.01% 1125
2024
Q4 		$205K Sell
856
-79
-8% -$19.7K ﹤0.01% 1339
2024
Q3 		$209K Buy
+935
New +$191K ﹤0.01% 1323

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

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

Stratos Wealth Partners sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 1,159 shares — an estimated $308K sold.

Stratos Wealth Partners first reported a position in AIT in Q3 2024 and held it in 7 quarters. The position peaked at $308K in Q1 2026. 621 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Stratos Wealth Partners reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,159 Applied Industrial Technologies shares in Q2 2026, an estimated $308K.
  • Stratos Wealth Partners first reported a position in Applied Industrial Technologies in Q3 2024 and held it in 7 quarters.
  • Stratos Wealth Partners's Applied Industrial Technologies position peaked at $308K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.