AI
AIT icon

Atria Investments’s Applied Industrial Technologies AIT Stock Holding History

Atria Investments’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 		$254K Sell
752
-1,097
-59% -$337K ﹤0.01% 1946
2026
Q1 		$490K Sell
1,849
-260
-12% -$70.8K 0.01% 1458
2025
Q4 		$542K Sell
2,109
-339
-14% -$86.7K 0.01% 1394
2025
Q3 		$639K Sell
2,448
-235
-9% -$61.7K 0.01% 1294
2025
Q2 		$624K Sell
2,683
-1,381
-34% -$314K 0.01% 1304
2025
Q1 		$916K Sell
4,064
-994
-20% -$245K 0.01% 1033
2024
Q4 		$1.21M Sell
5,058
-280
-5% -$69.8K 0.02% 884
2024
Q3 		$1.19M Buy
5,338
+135
+3% +$27.5K 0.01% 889
2024
Q2 		$1.01M Buy
+5,203
New +$992K 0.01% 921

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 $3.38T AUM 44.17% 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

Atria Investments's AIT Position: Q2 2026 in Review

Atria Investments reduced its Applied Industrial Technologies (AIT) stake by 59% in Q2 2026, selling an estimated $337K and leaving 752 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Atria Investments first reported a position in AIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2024. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Atria Investments held 752 shares of Applied Industrial Technologies worth $254K as of Q2 2026.
  • Atria Investments sold 1,097 Applied Industrial Technologies shares in Q2 2026, an estimated $337K.
  • Applied Industrial Technologies made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1946 holding.
  • Atria Investments first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Applied Industrial Technologies position peaked at $1.21M in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.