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Applied Industrial Technologies shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors investment in Applied Industrial Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Applied Industrial Technologies by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $530k 2.1k 256.77
2025-09-30 $538k 2.1k 261.05

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View all positions for Octavia Wealth Advisors

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