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Whalen Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Whalen Wealth Management’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
Q3 		$247K Buy
744
+111
+18% +$37.3K 0.11% 186
2026
Q2 		$214K Buy
+633
New +$194K 0.1% 190

Other funds holding AIT

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Whalen Wealth Management's AIT Position: Q3 2026 in Review

Whalen Wealth Management increased its Applied Industrial Technologies (AIT) stake by 18% in Q3 2026, buying an estimated $37.3K and bringing the position to 744 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #186.

Whalen Wealth Management first reported a position in AIT in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Whalen Wealth Management held 744 shares of Applied Industrial Technologies worth $247K as of Q3 2026.
  • Whalen Wealth Management bought 111 Applied Industrial Technologies shares in Q3 2026, an estimated $37.3K.
  • Applied Industrial Technologies made up 0.11% of Whalen Wealth Management's portfolio in Q3 2026, its #186 holding.
  • Whalen Wealth Management first reported a position in Applied Industrial Technologies in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.