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Applied Industrial Technologies shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Applied Industrial Technologies (AIT) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Applied Industrial Technologies

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All positions including Applied Industrial Technologies held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Applied Industrial Technologies by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 781 261.05
2025-03-31 $245k 1.1k 225.34
2024-12-31 $223k 933 239.47

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View all positions for Balboa Wealth Partners

Top funds holding Applied Industrial Technologies

Vanguard Group
BlackRock
State Street Corporation
Invesco
First Trust Advisors
Wellington Management Company
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Geode Capital Management
Jpmorgan Chase & Co
Hanna Zanoni
FMR
Btim
Alyeska Investment Group
Charles Schwab Investment Management

View all funds holding Applied Industrial Technologies