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Clearstead Advisors’s Applied Industrial Technologies AIT Stock Holding History

Clearstead 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 		$717K Buy
2,120
+269
+15% +$82.5K 0.01% 641
2026
Q1 		$491K Buy
1,851
+1,088
+143% +$296K ﹤0.01% 714
2025
Q4 		$196K Buy
763
+462
+153% +$118K ﹤0.01% 941
2025
Q3 		$78.6K Sell
301
-23
-7% -$6.04K ﹤0.01% 1130
2025
Q2 		$75.3K Buy
324
+109
+51% +$24.8K ﹤0.01% 1153
2025
Q1 		$48.4K Buy
215
+16
+8% +$3.94K ﹤0.01% 1182
2024
Q4 		$47.7K Buy
199
+22
+12% +$5.49K ﹤0.01% 1167
2024
Q3 		$39.5K Buy
177
+52
+42% +$10.6K ﹤0.01% 1258
2024
Q2 		$24.3K Buy
125
+105
+525% +$20K ﹤0.01% 1328
2024
Q1 		$3.9K Hold
20
– – ﹤0.01% 1212
2023
Q4 		$3.45K Hold
20
– – ﹤0.01% 1211
2023
Q3 		$3.09K Buy
+20
New +$3K ﹤0.01% 1158

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clearstead Advisors's AIT Position: Q2 2026 in Review

Clearstead Advisors increased its Applied Industrial Technologies (AIT) stake by 15% in Q2 2026, buying an estimated $82.5K and bringing the position to 2,120 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #641.

Clearstead Advisors first reported a position in AIT in Q3 2023 and has held it in 12 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Clearstead Advisors held 2,120 shares of Applied Industrial Technologies worth $717K as of Q2 2026.
  • Clearstead Advisors bought 269 Applied Industrial Technologies shares in Q2 2026, an estimated $82.5K.
  • Applied Industrial Technologies made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #641 holding.
  • Clearstead Advisors first reported a position in Applied Industrial Technologies in Q3 2023 and has held it in 12 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.