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CX Institutional’s Applied Industrial Technologies AIT Stock Holding History

CX Institutional’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
Q3 		$311K Sell
936
-23
-2% -$7.72K 0.01% 618
2026
Q2 		$324K Sell
959
-60
-6% -$18.4K 0.01% 598
2026
Q1 		$270K Sell
1,019
-114
-10% -$31K 0.01% 642
2025
Q4 		$291K Buy
1,133
+2
+0.2% +$512 0.01% 592
2025
Q3 		$295K Sell
1,131
-84
-7% -$22K 0.01% 574
2025
Q2 		$282K Sell
1,215
-105
-8% -$23.9K 0.01% 522
2025
Q1 		$297K Buy
+1,320
New +$325K 0.01% 482
2024
Q4 		– Sell
-6,777
Closed -$1.51M – 537
2024
Q3 		$1.51M Sell
6,777
-488
-7% -$99.5K 0.07% 223
2024
Q2 		$1.41M Sell
7,265
-27
-0.4% -$5.15K 0.07% 228
2024
Q1 		$1.44M Sell
7,292
-1,060
-13% -$194K 0.07% 226
2023
Q4 		$1.44M Sell
8,352
-244
-3% -$39.5K 0.08% 216
2023
Q3 		$1.33M Sell
8,596
-23,838
-73% -$3.58M 0.07% 223
2023
Q2 		$4.7M Buy
32,434
+992
+3% +$132K 0.24% 122
2023
Q1 		$4.47M Buy
+31,442
New +$4.26M 0.24% 122

Other funds holding AIT

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CX Institutional's AIT Position: Q3 2026 in Review

CX Institutional reduced its Applied Industrial Technologies (AIT) stake by 2.4% in Q3 2026, selling an estimated $7.72K and leaving 936 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #618.

CX Institutional first reported a position in AIT in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.7M in Q2 2023. 21 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • CX Institutional held 936 shares of Applied Industrial Technologies worth $311K as of Q3 2026.
  • CX Institutional sold 23 Applied Industrial Technologies shares in Q3 2026, an estimated $7.72K.
  • Applied Industrial Technologies made up 0.01% of CX Institutional's portfolio in Q3 2026, its #618 holding.
  • CX Institutional first reported a position in Applied Industrial Technologies in Q1 2023 and has held it in 14 quarters since.
  • CX Institutional's Applied Industrial Technologies position peaked at $4.7M in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.