Bay Harbor Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Bay Harbor Wealth Management’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	$2.71K	Buy	8 +2	+33%	+$614	﹤0.01%	573
2026 Q1	$1.59K	Buy	6 +3	+100%	+$817	﹤0.01%	614
2025 Q4	$770	Sell	3 -1	-25%	-$256	﹤0.01%	705
2025 Q3	$1.04K	Buy	4 +1	+33%	+$262	﹤0.01%	522
2025 Q2	$697	Buy	3 +2	+200%	+$455	﹤0.01%	543
2025 Q1	$225	Buy	+1	New	+$246	﹤0.01%	626

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bay Harbor Wealth Management's AIT Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Applied Industrial Technologies (AIT) stake by 33% in Q2 2026, buying an estimated $614 and bringing the position to 8 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Bay Harbor Wealth Management first reported a position in AIT in Q1 2025 and has held it in 6 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Bay Harbor Wealth Management held 8 shares of Applied Industrial Technologies worth $2.71K as of Q2 2026.
Bay Harbor Wealth Management bought 2 Applied Industrial Technologies shares in Q2 2026, an estimated $614.
Applied Industrial Technologies made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #573 holding.
Bay Harbor Wealth Management first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 6 quarters since.
619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.