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Ellevest Inc’s Applied Industrial Technologies AIT Stock Holding History

Ellevest Inc’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 		$239K Buy
+706
New +$217K 0.03% 413
2025
Q4 		– Sell
-974
Closed -$254K – 425
2025
Q3 		$254K Buy
+974
New +$256K 0.04% 369
2024
Q1 		– Sell
-1,564
Closed -$270K – 402
2023
Q4 		$270K Buy
1,564
+81
+5% +$13.1K 0.02% 315
2023
Q3 		$229K Sell
1,483
-11
-0.7% -$1.65K 0.02% 309
2023
Q2 		$216K Buy
1,494
+572
+62% +$76.3K 0.02% 324
2023
Q1 		$131K Buy
922
+316
+52% +$42.9K 0.01% 398
2022
Q4 		$76.4K Buy
606
+236
+64% +$28.9K 0.01% 507
2022
Q3 		$38K Buy
370
+87
+31% +$8.93K ﹤0.01% 649
2022
Q2 		$27K Sell
283
-125
-31% -$12.6K ﹤0.01% 700
2022
Q1 		$42K Sell
408
-7
-2% -$697 ﹤0.01% 569
2021
Q4 		$43K Sell
415
-30
-7% -$3K ﹤0.01% 544
2021
Q3 		$40K Buy
445
+159
+56% +$14K ﹤0.01% 513
2021
Q2 		$26K Sell
286
-34
-11% -$3.25K ﹤0.01% 594
2021
Q1 		$29K Buy
320
+11
+4% +$933 ﹤0.01% 582
2020
Q4 		$24K Sell
309
-189
-38% -$13.3K ﹤0.01% 590
2020
Q3 		$27K Buy
498
+111
+29% +$6.78K ﹤0.01% 469
2020
Q2 		$24K Buy
387
+254
+191% +$13.8K 0.01% 463
2020
Q1 		$6K Buy
133
+63
+90% +$3.73K ﹤0.01% 619
2019
Q4 		$5K Buy
+70
New +$4.29K ﹤0.01% 588

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

Ellevest Inc's AIT Position: Q2 2026 in Review

Ellevest Inc opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 706 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #413 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in AIT as recently as Q3 2025.

Ellevest Inc first reported a position in AIT in Q4 2019 and has held it in 19 quarters since. The position peaked at $270K in Q4 2023. 622 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Ellevest Inc held 706 shares of Applied Industrial Technologies worth $239K as of Q2 2026.
  • Applied Industrial Technologies was a new Ellevest Inc position in Q2 2026.
  • Applied Industrial Technologies made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #413 holding.
  • Ellevest Inc first reported a position in Applied Industrial Technologies in Q4 2019 and has held it in 19 quarters since.
  • Ellevest Inc's Applied Industrial Technologies position peaked at $270K in Q4 2023.
  • 622 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.