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Edgestream Partners’s Applied Industrial Technologies AIT Stock Holding History

Edgestream Partners’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 		$3.43M Buy
10,130
+328
+3% +$101K 0.1% 373
2026
Q1 		$2.6M Sell
9,802
-29,530
-75% -$8.04M 0.09% 429
2025
Q4 		$10.1M Buy
+39,332
New +$10.1M 0.28% 62
2025
Q3 		– Sell
-40,583
Closed -$9.43M – 852
2025
Q2 		$9.43M Buy
40,583
+32,615
+409% +$7.42M 0.26% 86
2025
Q1 		$1.8M Buy
7,968
+3,969
+99% +$978K 0.06% 515
2024
Q4 		$958K Buy
3,999
+433
+12% +$108K 0.04% 580
2024
Q3 		$796K Sell
3,566
-1,095
-23% -$223K 0.04% 616
2024
Q2 		$904K Sell
4,661
-2,681
-37% -$511K 0.04% 544
2024
Q1 		$1.45M Sell
7,342
-17,615
-71% -$3.22M 0.07% 416
2023
Q4 		$4.31M Buy
+24,957
New +$4.04M 0.31% 52
2023
Q3 		– Sell
-19,180
Closed -$2.78M – 803
2023
Q2 		$2.78M Buy
+19,180
New +$2.56M 0.25% 101

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

Edgestream Partners's AIT Position: Q2 2026 in Review

Edgestream Partners increased its Applied Industrial Technologies (AIT) stake by 3.3% in Q2 2026, buying an estimated $101K and bringing the position to 10,130 shares worth $3.43M. The position accounts for 0.1% of the portfolio, ranked #373.

Edgestream Partners first reported a position in AIT in Q2 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q4 2025. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Edgestream Partners held 10,130 shares of Applied Industrial Technologies worth $3.43M as of Q2 2026.
  • Edgestream Partners bought 328 Applied Industrial Technologies shares in Q2 2026, an estimated $101K.
  • Applied Industrial Technologies made up 0.1% of Edgestream Partners's portfolio in Q2 2026, its #373 holding.
  • Edgestream Partners first reported a position in Applied Industrial Technologies in Q2 2023 and has held it in 11 quarters since.
  • Edgestream Partners's Applied Industrial Technologies position peaked at $10.1M in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.