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True Wealth Design’s Applied Industrial Technologies AIT Stock Holding History

True Wealth Design’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 		$44K Buy
130
+50
+63% +$15.3K 0.01% 540
2026
Q1 		$21.2K Buy
80
+75
+1,500% +$20.4K 0.01% 697
2025
Q4 		$1.28K Sell
5
-1
-17% -$256 ﹤0.01% 1613
2025
Q3 		$1.57K Hold
6
– – ﹤0.01% 1565
2025
Q2 		$1.4K Sell
6
-1
-14% -$227 ﹤0.01% 1329
2025
Q1 		$1.58K Buy
+7
New +$1.73K ﹤0.01% 1094

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

True Wealth Design's AIT Position: Q2 2026 in Review

True Wealth Design increased its Applied Industrial Technologies (AIT) stake by 63% in Q2 2026, buying an estimated $15.3K and bringing the position to 130 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #540.

True Wealth Design first reported a position in AIT in Q1 2025 and has held it in 6 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • True Wealth Design held 130 shares of Applied Industrial Technologies worth $44K as of Q2 2026.
  • True Wealth Design bought 50 Applied Industrial Technologies shares in Q2 2026, an estimated $15.3K.
  • Applied Industrial Technologies made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #540 holding.
  • True Wealth Design first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 6 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.