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Wealthquest’s Applied Industrial Technologies AIT Stock Holding History

Wealthquest’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 		$247K Buy
+730
New +$224K 0.02% 153

Other funds holding AIT

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
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

Wealthquest's AIT Position: Q2 2026 in Review

Wealthquest opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 730 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #153 among its holdings.

135 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Wealthquest held 730 shares of Applied Industrial Technologies worth $247K as of Q2 2026.
  • Applied Industrial Technologies was a new Wealthquest position in Q2 2026.
  • Applied Industrial Technologies made up 0.02% of Wealthquest's portfolio in Q2 2026, its #153 holding.
  • 135 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.