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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Atria Investments's AIT Position: Q1 2026 in Review

Atria Investments reduced its Applied Industrial Technologies (AIT) stake by 12% in Q1 2026, selling an estimated $70.8K and leaving 1,849 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1458.

Atria Investments first reported a position in AIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q4 2024. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Atria Investments held 1,849 shares of Applied Industrial Technologies worth $490K as of Q1 2026.
Atria Investments sold 260 Applied Industrial Technologies shares in Q1 2026, an estimated $70.8K.
Applied Industrial Technologies made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1458 holding.
Atria Investments first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Applied Industrial Technologies position peaked at $1.21M in Q4 2024.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.