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Blue Bell Private Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Blue Bell Private 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
Q1 		– Sell
-827
Closed -$212K – 725
2025
Q4 		$212K Sell
827
-5
-0.6% -$1.28K 0.03% 251
2025
Q3 		$217K Hold
832
– – 0.03% 241
2025
Q2 		$193K Sell
832
-2
-0.2% -$455 0.03% 239
2025
Q1 		$188K Buy
+834
New +$206K 0.04% 225

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Blue Bell Private Wealth Management's AIT Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Applied Industrial Technologies (AIT) in Q1 2026, closing a stake of 827 shares — an estimated $212K sold.

Blue Bell Private Wealth Management first reported a position in AIT in Q1 2025 and held it in 4 quarters. The position peaked at $217K in Q3 2025. 585 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Blue Bell Private Wealth Management reported no remaining Applied Industrial Technologies position as of Q1 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 827 Applied Industrial Technologies shares in Q1 2026, an estimated $212K.
  • Blue Bell Private Wealth Management first reported a position in Applied Industrial Technologies in Q1 2025 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Applied Industrial Technologies position peaked at $217K in Q3 2025.
  • 585 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.