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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
Q2 		– Sell
-38
Closed -$10.1K – 290
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

Other funds holding AIT

BlackRock
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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

Twin Peaks Wealth Advisors's AIT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 38 shares — an estimated $10.1K sold.

Twin Peaks Wealth Advisors first reported a position in AIT in Q2 2025 and held it in 2 quarters. The position peaked at $10.1K in Q1 2026. 622 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 38 Applied Industrial Technologies shares in Q2 2026, an estimated $10.1K.
  • Twin Peaks Wealth Advisors first reported a position in Applied Industrial Technologies in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Applied Industrial Technologies position peaked at $10.1K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.