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EverSource Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

EverSource Wealth Advisors’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 		$996K Buy
2,946
+195
+7% +$59.8K 0.03% 356
2026
Q1 		$730K Buy
2,751
+614
+29% +$167K 0.02% 466
2025
Q4 		$549K Buy
2,137
+214
+11% +$54.7K 0.02% 509
2025
Q3 		$502K Buy
1,923
+366
+24% +$96K 0.02% 505
2025
Q2 		$362K Buy
1,557
+652
+72% +$148K 0.02% 581
2025
Q1 		$204K Buy
905
+253
+39% +$62.4K 0.01% 652
2024
Q4 		$156K Buy
652
+146
+29% +$36.4K 0.01% 754
2024
Q3 		$113K Buy
506
+71
+16% +$14.5K 0.01% 761
2024
Q2 		$94.9K Buy
435
+130
+43% +$24.8K 0.01% 819
2024
Q1 		$55.9K Buy
305
+124
+69% +$22.7K ﹤0.01% 931
2023
Q4 		$31.3K Sell
181
-13
-7% -$2.11K ﹤0.01% 1076
2023
Q3 		$30K Buy
194
+3
+2% +$450 ﹤0.01% 979
2023
Q2 		$27.7K Buy
191
+14
+8% +$1.87K ﹤0.01% 1033
2023
Q1 		$25.2K Sell
177
-87
-33% -$11.8K ﹤0.01% 1003
2022
Q4 		$33.3K Hold
264
– – 0.01% 915
2022
Q3 		$28K Sell
264
-471
-64% -$48.4K 0.01% 789
2022
Q2 		$71K Buy
735
+544
+285% +$54.9K 0.02% 491
2022
Q1 		$20K Hold
191
– – 0.01% 693
2021
Q4 		$20K Buy
+191
New +$19.1K 0.01% 673

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

EverSource Wealth Advisors's AIT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Applied Industrial Technologies (AIT) stake by 7.1% in Q2 2026, buying an estimated $59.8K and bringing the position to 2,946 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #356.

EverSource Wealth Advisors first reported a position in AIT in Q4 2021 and has held it in 19 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • EverSource Wealth Advisors held 2,946 shares of Applied Industrial Technologies worth $996K as of Q2 2026.
  • EverSource Wealth Advisors bought 195 Applied Industrial Technologies shares in Q2 2026, an estimated $59.8K.
  • Applied Industrial Technologies made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #356 holding.
  • EverSource Wealth Advisors first reported a position in Applied Industrial Technologies in Q4 2021 and has held it in 19 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.