DWM
AIT icon

Dakota Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Dakota Wealth 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 		$757K Buy
2,238
+1
+0% +$307 0.01% 488
2026
Q1 		$594K Sell
2,237
-114
-5% -$31K 0.01% 513
2025
Q4 		$604K Buy
+2,351
New +$601K 0.01% 509
2024
Q4 		– Sell
-1,305
Closed -$291K – 750
2024
Q3 		$291K Sell
1,305
-3,544
-73% -$722K 0.01% 600
2024
Q2 		$941K Buy
4,849
+3,640
+301% +$694K 0.02% 382
2024
Q1 		$239K Sell
1,209
-165
-12% -$30.1K 0.01% 630
2023
Q4 		$237K Sell
1,374
-15
-1% -$2.43K 0.01% 567
2023
Q3 		$215K Buy
+1,389
New +$208K 0.01% 582

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

Dakota Wealth Management's AIT Position: Q2 2026 in Review

Dakota Wealth Management increased its Applied Industrial Technologies (AIT) stake by 0.04% in Q2 2026, buying an estimated $307 and bringing the position to 2,238 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #488.

Dakota Wealth Management first reported a position in AIT in Q3 2023 and has held it in 8 quarters since. The position peaked at $941K in Q2 2024. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Dakota Wealth Management held 2,238 shares of Applied Industrial Technologies worth $757K as of Q2 2026.
  • Dakota Wealth Management bought 1 Applied Industrial Technologies share in Q2 2026, an estimated $307.
  • Applied Industrial Technologies made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Dakota Wealth Management first reported a position in Applied Industrial Technologies in Q3 2023 and has held it in 8 quarters since.
  • Dakota Wealth Management's Applied Industrial Technologies position peaked at $941K in Q2 2024.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.