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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
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

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

CX Institutional's AIT Position: Q2 2026 in Review

CX Institutional reduced its Applied Industrial Technologies (AIT) stake by 5.9% in Q2 2026, selling an estimated $18.4K and leaving 959 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #598.

CX Institutional first reported a position in AIT in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.7M in Q2 2023. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • CX Institutional held 959 shares of Applied Industrial Technologies worth $324K as of Q2 2026.
  • CX Institutional sold 60 Applied Industrial Technologies shares in Q2 2026, an estimated $18.4K.
  • Applied Industrial Technologies made up 0.01% of CX Institutional's portfolio in Q2 2026, its #598 holding.
  • CX Institutional first reported a position in Applied Industrial Technologies in Q1 2023 and has held it in 13 quarters since.
  • CX Institutional's Applied Industrial Technologies position peaked at $4.7M in Q2 2023.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.