CFM
AIT icon

Cornerstone Financial Management’s Applied Industrial Technologies AIT Stock Holding History

Cornerstone Financial 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 		$1.01K Hold
3
– – ﹤0.01% 1102
2026
Q1 		$796 Hold
3
– – ﹤0.01% 1038
2025
Q4 		$770 Buy
+3
New +$768 ﹤0.01% 1017

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

Cornerstone Financial Management's AIT Position: Q2 2026 in Review

Cornerstone Financial Management held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 3 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Cornerstone Financial Management first reported a position in AIT in Q4 2025 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Cornerstone Financial Management held 3 shares of Applied Industrial Technologies worth $1.01K as of Q2 2026.
  • Cornerstone Financial Management left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1102 holding.
  • Cornerstone Financial Management first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.