Equitable Trust
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Equitable Trust’s Applied Industrial Technologies AIT Stock Holding History

Equitable Trust’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
Q3 		$3.74M Hold
11,244
– – 0.16% 108
2026
Q2 		$3.8M Hold
11,244
– – 0.16% 113
2026
Q1 		$2.98M Hold
11,244
– – 0.14% 127
2025
Q4 		$2.89M Hold
11,244
– – 0.13% 128
2025
Q3 		$2.94M Hold
11,244
– – 0.13% 129
2025
Q2 		$2.61M Sell
11,244
-1,914
-15% -$435K 0.13% 135
2025
Q1 		$2.97M Buy
13,158
+384
+3% +$94.6K 0.16% 117
2024
Q4 		$3.06M Sell
12,774
-120
-0.9% -$29.9K 0.17% 115
2024
Q3 		$2.88M Buy
12,894
+1,237
+11% +$252K 0.18% 119
2024
Q2 		$2.26M Hold
11,657
– – 0.16% 131
2024
Q1 		$2.3M Hold
11,657
– – 0.16% 123
2023
Q4 		$2.01M Hold
11,657
– – 0.15% 120
2023
Q3 		$1.8M Hold
11,657
– – 0.15% 121
2023
Q2 		$1.69M Hold
11,657
– – 0.13% 125
2023
Q1 		$1.66M Sell
11,657
-143
-1% -$19.4K 0.13% 132
2022
Q4 		$1.49M Hold
11,800
– – 0.12% 149
2022
Q3 		$1.21M Hold
11,800
– – 0.1% 153
2022
Q2 		$1.14M Hold
11,800
– – 0.08% 165
2022
Q1 		$1.21M Hold
11,800
– – 0.08% 157
2021
Q4 		$1.21M Hold
11,800
– – 0.07% 164
2021
Q3 		$1.06M Hold
11,800
– – 0.07% 179
2021
Q2 		$1.08M Hold
11,800
– – 0.07% 186
2021
Q1 		$1.08M Hold
11,800
– – 0.08% 174
2020
Q4 		$920K Hold
11,800
– – 0.07% 186
2020
Q3 		$650K Hold
11,800
– – 0.06% 207
2020
Q2 		$736K Hold
11,800
– – 0.07% 183
2020
Q1 		$539K Hold
11,800
– – 0.06% 198
2019
Q4 		$787K Hold
11,800
– – 0.08% 161
2019
Q3 		$670K Hold
11,800
– – 0.07% 176
2019
Q2 		$726K Hold
11,800
– – 0.08% 168
2019
Q1 		$702K Hold
11,800
– – 0.08% 170
2018
Q4 		$636K Hold
11,800
– – 0.08% 169
2018
Q3 		$923K Hold
11,800
– – 0.11% 157
2018
Q2 		$828K Buy
+11,800
New +$836K 0.1% 153

Other funds holding AIT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACIML
ASK CAPITAL INVESTMENT MANAGERS, LLC Amarillo, Texas $97.1M AUM
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Equitable Trust's AIT Position: Q3 2026 in Review

Equitable Trust held its Applied Industrial Technologies (AIT) position steady in Q3 2026 at 11,244 shares worth $3.74M. The position accounts for 0.16% of the portfolio, ranked #108.

Equitable Trust first reported a position in AIT in Q2 2018 and has held it in 34 quarters since. The position peaked at $3.8M in Q2 2026. 97 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Equitable Trust held 11,244 shares of Applied Industrial Technologies worth $3.74M as of Q3 2026.
  • Equitable Trust left its Applied Industrial Technologies share count unchanged in Q3 2026.
  • Applied Industrial Technologies made up 0.16% of Equitable Trust's portfolio in Q3 2026, its #108 holding.
  • Equitable Trust first reported a position in Applied Industrial Technologies in Q2 2018 and has held it in 34 quarters since.
  • Equitable Trust's Applied Industrial Technologies position peaked at $3.8M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.