Essential Partners
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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
Q3 		$158K Sell
476
-12
-2% -$4.03K 0.07% 304
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

Assenagon Asset Management
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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
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Essential Partners's AIT Position: Q3 2026 in Review

Essential Partners reduced its Applied Industrial Technologies (AIT) stake by 2.5% in Q3 2026, selling an estimated $4.03K and leaving 476 shares worth $158K. The position accounts for 0.07% of the portfolio, ranked #304.

Essential Partners first reported a position in AIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $165K in Q2 2026. 97 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Essential Partners held 476 shares of Applied Industrial Technologies worth $158K as of Q3 2026.
  • Essential Partners sold 12 Applied Industrial Technologies shares in Q3 2026, an estimated $4.03K.
  • Applied Industrial Technologies made up 0.07% of Essential Partners's portfolio in Q3 2026, its #304 holding.
  • Essential Partners first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Applied Industrial Technologies position peaked at $165K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.