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Twin Peaks Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

Twin Peaks Wealth Advisors’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 		$10.1K Buy
+38
New +$10.3K ﹤0.01% 1064
2025
Q3 		– Sell
-32
Closed -$8.66K – 224
2025
Q2 		$8.66K Buy
+32
New +$7.28K ﹤0.01% 1017

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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

Twin Peaks Wealth Advisors's AIT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Applied Industrial Technologies (AIT) in Q1 2026: 38 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AIT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AIT in Q2 2025 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 38 shares of Applied Industrial Technologies worth $10.1K as of Q1 2026.
  • Applied Industrial Technologies was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1064 holding.
  • Twin Peaks Wealth Advisors first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.