Corient Private Wealth
AIT icon

Corient Private Wealth’s Applied Industrial Technologies AIT Stock Holding History

Corient Private Wealth’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 		$1.76M Buy
5,202
+2,594
+99% +$796K ﹤0.01% 1474
2026
Q1 		$692K Sell
2,608
-477
-15% -$130K ﹤0.01% 1854
2025
Q4 		$794K Buy
3,085
+489
+19% +$125K ﹤0.01% 1617
2025
Q3 		$678K Sell
2,596
-711
-21% -$187K ﹤0.01% 1633
2025
Q2 		$769K Buy
3,307
+860
+35% +$196K ﹤0.01% 1490
2025
Q1 		$551K Sell
2,447
-782
-24% -$193K ﹤0.01% 1552
2024
Q4 		$773K Sell
3,229
-69
-2% -$17.2K ﹤0.01% 1428
2024
Q3 		$736K Sell
3,298
-1,929
-37% -$393K ﹤0.01% 1550
2024
Q2 		$1.01M Buy
5,227
+122
+2% +$23.3K ﹤0.01% 1314
2024
Q1 		$1.01M Buy
5,105
+1,302
+34% +$238K ﹤0.01% 1310
2023
Q4 		$657K Buy
3,803
+1,305
+52% +$211K ﹤0.01% 1467
2023
Q3 		$386K Buy
+2,498
New +$375K ﹤0.01% 1629

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

Corient Private Wealth's AIT Position: Q2 2026 in Review

Corient Private Wealth increased its Applied Industrial Technologies (AIT) stake by 99% in Q2 2026, buying an estimated $796K and bringing the position to 5,202 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Corient Private Wealth first reported a position in AIT in Q3 2023 and has held it in 12 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Corient Private Wealth held 5,202 shares of Applied Industrial Technologies worth $1.76M as of Q2 2026.
  • Corient Private Wealth bought 2,594 Applied Industrial Technologies shares in Q2 2026, an estimated $796K.
  • Applied Industrial Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1474 holding.
  • Corient Private Wealth first reported a position in Applied Industrial Technologies in Q3 2023 and has held it in 12 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.