RAFFA WEALTH MANAGEMENT, LLC’s Applied Industrial Technologies AIT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$338	Buy	+1	New	+$307	﹤0.01%	1214
2022 Q4	–	Sell	-8	Closed	-$822	–	1070
2022 Q3	$822	Buy	+8	New	+$821	﹤0.01%	865
2017 Q1	–	Sell	-26	Closed	-$1.54K	–	390
2016 Q4	$1.54K	Hold	26	–	–	﹤0.01%	320
2016 Q3	$1.22K	Hold	26	–	–	﹤0.01%	363
2016 Q2	$1.17K	Hold	26	–	–	﹤0.01%	356
2016 Q1	$1.13K	Hold	26	–	–	﹤0.01%	367
2015 Q4	$1.05K	Hold	26	–	–	﹤0.01%	375
2015 Q3	$992	Hold	26	–	–	﹤0.01%	387
2015 Q2	$1.03K	Hold	26	–	–	﹤0.01%	385
2015 Q1	$1.18K	Hold	26	–	–	﹤0.01%	350
2014 Q4	$1.19K	Hold	26	–	–	﹤0.01%	320
2014 Q3	$1.19K	Buy	+26	New	+$1.27K	﹤0.01%	314
2014 Q1	–	Sell	-26	Closed	-$1.19K	–	289
2013 Q4	$1.19K	Buy	+26	New	+$1.27K	﹤0.01%	320

Other funds holding AIT

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LCM

Liberty Capital Management Birmingham, Michigan $582M AUM

RAFFA WEALTH MANAGEMENT, LLC's AIT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 1 share worth $338. The stake represents ﹤0.01% of the portfolio and ranks #1214 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in AIT as recently as Q3 2022.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AIT in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.54K in Q4 2016. 153 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Applied Industrial Technologies worth $338 as of Q2 2026.
Applied Industrial Technologies was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
Applied Industrial Technologies made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1214 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Applied Industrial Technologies in Q4 2013 and has held it in 13 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Applied Industrial Technologies position peaked at $1.54K in Q4 2016.
153 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.