Planning Strategies Inc.’s Applied Industrial Technologies AIT Stock Holding History

Planning Strategies Inc.’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	$338	Buy	+1	New	+$307	﹤0.01%	928

Other funds holding AIT

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

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

Planning Strategies Inc.'s AIT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 1 share worth $338. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings.

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

Planning Strategies Inc. held 1 share of Applied Industrial Technologies worth $338 as of Q2 2026.
Applied Industrial Technologies was a new Planning Strategies Inc. position in Q2 2026.
Applied Industrial Technologies made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #928 holding.
153 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.