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Atria Wealth Solutions’s Applied Industrial Technologies AIT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$428K Buy
1,841
+895
+95% +$204K 0.01% 987
2025
Q1 		$213K Buy
+946
New +$233K ﹤0.01% 1682

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's AIT Position: Q2 2025 in Review

Atria Wealth Solutions increased its Applied Industrial Technologies (AIT) stake by 95% in Q2 2025, buying an estimated $204K and bringing the position to 1,841 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #987.

Atria Wealth Solutions first reported a position in AIT in Q1 2025 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Atria Wealth Solutions held 1,841 shares of Applied Industrial Technologies worth $428K as of Q2 2025.
  • Atria Wealth Solutions bought 895 Applied Industrial Technologies shares in Q2 2025, an estimated $204K.
  • Applied Industrial Technologies made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #987 holding.
  • Atria Wealth Solutions first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.