Caerus Investment Advisors’s Applied Industrial Technologies AIT Stock Holding History

Caerus Investment 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 Q2	$232K	Buy	+686	New	+$210K	0.08%	271

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

Caerus Investment Advisors's AIT Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 686 shares worth $232K. The stake represents 0.08% of the portfolio and ranks #271 among its holdings.

618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Caerus Investment Advisors held 686 shares of Applied Industrial Technologies worth $232K as of Q2 2026.
Applied Industrial Technologies was a new Caerus Investment Advisors position in Q2 2026.
Applied Industrial Technologies made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #271 holding.
618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.