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

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

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. 620 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.
  • 620 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.