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Edmond de Rothschild Holding’s Applied Industrial Technologies AIT Stock Holding History

Edmond de Rothschild Holding’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 		$148K Hold
438
– – ﹤0.01% 460
2026
Q1 		$116K Sell
438
-20
-4% -$5.44K ﹤0.01% 407
2025
Q4 		$118K Buy
458
+40
+10% +$10.2K ﹤0.01% 418
2025
Q3 		$109K Hold
418
– – ﹤0.01% 423
2025
Q2 		$97.2K Buy
418
+64
+18% +$14.6K ﹤0.01% 418
2025
Q1 		$79.8K Sell
354
-58
-14% -$14.3K ﹤0.01% 429
2024
Q4 		$98.7K Buy
412
+178
+76% +$44.4K ﹤0.01% 452
2024
Q3 		$52.2K Buy
234
+76
+48% +$15.5K ﹤0.01% 521
2024
Q2 		$30.7K Buy
+158
New +$30.1K ﹤0.01% 592

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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's AIT Position: Q2 2026 in Review

Edmond de Rothschild Holding held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 438 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Edmond de Rothschild Holding first reported a position in AIT in Q2 2024 and has held it in 9 quarters since. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Edmond de Rothschild Holding held 438 shares of Applied Industrial Technologies worth $148K as of Q2 2026.
  • Edmond de Rothschild Holding left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #460 holding.
  • Edmond de Rothschild Holding first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 9 quarters since.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.