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Evolve Private Wealth’s Applied Industrial Technologies AIT Stock Holding History

Evolve Private Wealth’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 		$1.22M Buy
3,616
+358
+11% +$110K 0.07% 232
2026
Q1 		$864K Buy
3,258
+409
+14% +$111K 0.05% 373
2025
Q4 		$732K Buy
+2,849
New +$729K 0.04% 392

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's AIT Position: Q2 2026 in Review

Evolve Private Wealth increased its Applied Industrial Technologies (AIT) stake by 11% in Q2 2026, buying an estimated $110K and bringing the position to 3,616 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #232.

Evolve Private Wealth first reported a position in AIT in Q4 2025 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Evolve Private Wealth held 3,616 shares of Applied Industrial Technologies worth $1.22M as of Q2 2026.
  • Evolve Private Wealth bought 358 Applied Industrial Technologies shares in Q2 2026, an estimated $110K.
  • Applied Industrial Technologies made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #232 holding.
  • Evolve Private Wealth first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.