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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

AIT holding history

Applied Industrial Technologies Inc in every 13F filed by Abound Wealth Management, 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 (Q2 2026)
1
Value
$379
% of portfolio
<0.1%
Quarters held
5
Since Q2 2023
Holdings of AIT by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261$379<0.1%−14−93.3%ReducedHolders
Q1 202615$4.03K<0.1%−15−50.0%ReducedHolders
Q4 202530$7.75K<0.1%+30NewHolders
Q4 20230$00.0%−6−100.0%Sold outHolders
Q3 20236$928<0.1%00.0%UnchangedHolders
Q2 20236$869<0.1%+6NewHolders