AF
AIT icon

Allworth Financial’s Applied Industrial Technologies AIT Stock Holding History

Allworth Financial’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$525K Buy
1,554
+695
+81% +$213K ﹤0.01% 964
2026
Q1 		$228K Buy
859
+520
+153% +$142K ﹤0.01% 1322
2025
Q4 		$87K Buy
339
+186
+122% +$47.6K ﹤0.01% 1834
2025
Q3 		$39.9K Buy
153
+125
+446% +$32.8K ﹤0.01% 2253
2025
Q2 		$6.51K Sell
28
-8
-22% -$1.82K ﹤0.01% 3121
2025
Q1 		$8.61K Buy
36
+19
+112% +$4.68K ﹤0.01% 2487
2024
Q4 		$4.45K Hold
17
– – ﹤0.01% 2819
2024
Q3 		$3.79K Sell
17
-5
-23% -$1.02K ﹤0.01% 2691
2024
Q2 		$4.48K Sell
22
-13
-37% -$2.48K ﹤0.01% 2570
2024
Q1 		$6.92K Sell
35
-1
-3% -$183 ﹤0.01% 2265
2023
Q4 		$6.22K Buy
36
+25
+227% +$4.05K ﹤0.01% 2183
2023
Q3 		$1.7K Buy
11
+10
+1,000% +$1.5K ﹤0.01% 2615
2023
Q2 		$145 Hold
1
– – ﹤0.01% 3144
2023
Q1 		$143 Hold
1
– – ﹤0.01% 3065
2022
Q4 		$126 Hold
1
– – ﹤0.01% 2892
2022
Q3 		$0 Buy
+1
New +$103 ﹤0.01% 2622

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allworth Financial's AIT Position: Q2 2026 in Review

Allworth Financial increased its Applied Industrial Technologies (AIT) stake by 81% in Q2 2026, buying an estimated $213K and bringing the position to 1,554 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Allworth Financial first reported a position in AIT in Q3 2022 and has held it in 16 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Allworth Financial held 1,554 shares of Applied Industrial Technologies worth $525K as of Q2 2026.
  • Allworth Financial bought 695 Applied Industrial Technologies shares in Q2 2026, an estimated $213K.
  • Applied Industrial Technologies made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #964 holding.
  • Allworth Financial first reported a position in Applied Industrial Technologies in Q3 2022 and has held it in 16 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.