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B. Riley Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-878
Closed -$225K – 905
2025
Q4 		$225K Buy
878
+16
+2% +$4.09K 0.01% 818
2025
Q3 		$225K Buy
+862
New +$226K 0.01% 846

Other funds holding AIT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

B. Riley Wealth Advisors's AIT Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Applied Industrial Technologies (AIT) in Q1 2026, closing a stake of 878 shares — an estimated $225K sold.

B. Riley Wealth Advisors first reported a position in AIT in Q3 2025 and held it in 2 quarters. The position peaked at $225K in Q4 2025. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Applied Industrial Technologies position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 878 Applied Industrial Technologies shares in Q1 2026, an estimated $225K.
  • B. Riley Wealth Advisors first reported a position in Applied Industrial Technologies in Q3 2025 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Applied Industrial Technologies position peaked at $225K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.