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Base Wealth Management LLC → AIT

Base Wealth Management LLC AIT Position History

Applied Industrial Technologies, Inc. • Industrials

Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$696K
Q1 2026$694K
Q2 2026$1.1M
Q3 2026$1.1M
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M3.4K——
Q3 2026$1.1M3.4K——
Q2 2026$1.1M3.3K——
Q1 2026$694K2.6K——
Q4 2025$696K2.7K——

Other funds holding AIT

Other Base Wealth Management LLC positions

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$31.7M
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$30.3M
VGES

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$30.3M
VGES

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$29.6M
VGES

VANGUARD INDEX FDS

$28.1M
ETHA

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$18M
ETHA

ISHARES TR

$18M
PDI

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$17.4M