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Essential Partners’s Applied Industrial Technologies AIT Stock Holding History

Essential 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 		$165K Buy
488
+101
+26% +$31K 0.08% 287
2026
Q1 		$103K Sell
387
-30
-7% -$8.17K 0.03% 420
2025
Q4 		$107K Buy
417
+98
+31% +$25.1K 0.03% 432
2025
Q3 		$83.3K Buy
319
+318
+31,800% +$83.4K 0.03% 471
2025
Q2 		$232 Buy
+1
New +$227 ﹤0.01% 1910

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

Essential Partners's AIT Position: Q2 2026 in Review

Essential Partners increased its Applied Industrial Technologies (AIT) stake by 26% in Q2 2026, buying an estimated $31K and bringing the position to 488 shares worth $165K. The position accounts for 0.08% of the portfolio, ranked #287.

Essential Partners first reported a position in AIT in Q2 2025 and has held it in 5 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Essential Partners held 488 shares of Applied Industrial Technologies worth $165K as of Q2 2026.
  • Essential Partners bought 101 Applied Industrial Technologies shares in Q2 2026, an estimated $31K.
  • Applied Industrial Technologies made up 0.08% of Essential Partners's portfolio in Q2 2026, its #287 holding.
  • Essential Partners first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 5 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.