Toth Financial Advisory’s Applied Industrial Technologies AIT Stock Holding History

Toth Financial Advisory’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	$67.8K	Hold	204	–	–	0.01%	340
2026 Q2	$69K	Hold	204	–	–	0.01%	344
2026 Q1	$54.1K	Hold	204	–	–	0.01%	353
2025 Q4	$52.4K	Hold	204	–	–	0.01%	350
2025 Q3	$53.3K	Buy	204 +29	+17%	+$7.61K	0.01%	343
2025 Q2	$40.7K	Hold	175	–	–	﹤0.01%	336
2025 Q1	$39.4K	Hold	175	–	–	﹤0.01%	318
2024 Q4	$41.9K	Hold	175	–	–	﹤0.01%	318
2024 Q3	$39K	Hold	175	–	–	﹤0.01%	321
2024 Q2	$34K	Hold	175	–	–	﹤0.01%	330
2024 Q1	$34.6K	Hold	175	–	–	﹤0.01%	329
2023 Q4	$30.2K	Hold	175	–	–	﹤0.01%	342
2023 Q3	$27.1K	Hold	175	–	–	﹤0.01%	330
2023 Q2	$25.3K	Sell	175 -130	-43%	-$17.3K	﹤0.01%	355
2023 Q1	$43.4K	Sell	305 -4,850	-94%	-$658K	0.01%	290
2022 Q4	$650K	Sell	5,155 -390	-7%	-$47.8K	0.11%	134
2022 Q3	$570K	Hold	5,545	–	–	0.1%	126
2022 Q2	$533K	Buy	+5,545	New	+$560K	0.09%	128

Other funds holding AIT

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Toth Financial Advisory's AIT Position: Q3 2026 in Review

Toth Financial Advisory held its Applied Industrial Technologies (AIT) position steady in Q3 2026 at 204 shares worth $67.8K. The position accounts for 0.01% of the portfolio, ranked #340.

Toth Financial Advisory first reported a position in AIT in Q2 2022 and has held it in 18 quarters since. The position peaked at $650K in Q4 2022. 21 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

Toth Financial Advisory held 204 shares of Applied Industrial Technologies worth $67.8K as of Q3 2026.
Toth Financial Advisory left its Applied Industrial Technologies share count unchanged in Q3 2026.
Applied Industrial Technologies made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #340 holding.
Toth Financial Advisory first reported a position in Applied Industrial Technologies in Q2 2022 and has held it in 18 quarters since.
Toth Financial Advisory's Applied Industrial Technologies position peaked at $650K in Q4 2022.
21 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.