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Wealth Preservation Advisors’s Applied Industrial Technologies AIT Stock Holding History

Wealth Preservation 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
-24
Closed -$6.37K – 117
2026
Q1 		$6.37K Buy
+24
New +$6.53K 0.01% 466

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

Wealth Preservation Advisors's AIT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 24 shares — an estimated $6.37K sold.

Wealth Preservation Advisors first reported a position in AIT in Q1 2026 and held it in 1 quarter. The position peaked at $6.37K in Q1 2026. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 24 Applied Industrial Technologies shares in Q2 2026, an estimated $6.37K.
  • Wealth Preservation Advisors first reported a position in Applied Industrial Technologies in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Applied Industrial Technologies position peaked at $6.37K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.