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CVA Family Office’s Applied Industrial Technologies AIT Stock Holding History

CVA Family Office’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 		$16.6K Buy
49
+20
+69% +$6.14K ﹤0.01% 871
2026
Q1 		$7.69K Buy
+29
New +$7.89K ﹤0.01% 1083
2025
Q2 		– Sell
-3
Closed -$676 – 1286
2025
Q1 		$676 Buy
+3
New +$739 ﹤0.01% 1171

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

CVA Family Office's AIT Position: Q2 2026 in Review

CVA Family Office increased its Applied Industrial Technologies (AIT) stake by 69% in Q2 2026, buying an estimated $6.14K and bringing the position to 49 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

CVA Family Office first reported a position in AIT in Q1 2025 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • CVA Family Office held 49 shares of Applied Industrial Technologies worth $16.6K as of Q2 2026.
  • CVA Family Office bought 20 Applied Industrial Technologies shares in Q2 2026, an estimated $6.14K.
  • Applied Industrial Technologies made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #871 holding.
  • CVA Family Office first reported a position in Applied Industrial Technologies in Q1 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 CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.