Wealth Enhancement Advisory Services
AIT icon

Wealth Enhancement Advisory Services’s Applied Industrial Technologies AIT Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.11M Buy
13,753
+6,248
+83% +$1.92M 0.01% 1136
2026
Q1 		$2M Buy
7,505
+3,062
+69% +$834K ﹤0.01% 1390
2025
Q4 		$1.18M Buy
4,443
+1,285
+41% +$329K ﹤0.01% 1834
2025
Q3 		$798K Buy
3,158
+1,430
+83% +$375K ﹤0.01% 2010
2025
Q2 		$425K Buy
1,728
+227
+15% +$51.6K ﹤0.01% 2345
2025
Q1 		$338K Buy
1,501
+226
+18% +$55.7K ﹤0.01% 2348
2024
Q4 		$305K Buy
1,275
+301
+31% +$75.1K ﹤0.01% 2368
2024
Q3 		$217K Buy
+974
New +$199K ﹤0.01% 2399

Other funds holding AIT

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's AIT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Applied Industrial Technologies (AIT) stake by 83% in Q2 2026, buying an estimated $1.92M and bringing the position to 13,753 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #1136.

Wealth Enhancement Advisory Services first reported a position in AIT in Q3 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,753 shares of Applied Industrial Technologies worth $4.11M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,248 Applied Industrial Technologies shares in Q2 2026, an estimated $1.92M.
  • Applied Industrial Technologies made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1136 holding.
  • Wealth Enhancement Advisory Services first reported a position in Applied Industrial Technologies in Q3 2024 and has held it in 8 quarters since.
  • 88 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.