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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

AIT holding history

Applied Industrial Technologies Inc in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIT overviewAll 13F holders of AITFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of AIT by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,175−100.0%Sold outHolders
Q3 20251,175$306.9K<0.1%+63+5.7%AddedHolders
Q2 20251,112$258.6K<0.1%−53−4.5%ReducedHolders
Q1 20251,165$262.6K<0.1%−6−0.5%ReducedHolders
Q4 20241,171$280.5K<0.1%+1,171NewHolders