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Finivi Inc’s Applied Industrial Technologies AIT Stock Holding History

Finivi Inc’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 		$242K Sell
715
-84
-11% -$25.8K 0.12% 102
2026
Q1 		$212K Sell
799
-71
-8% -$19.3K 0.12% 101
2025
Q4 		$223K Buy
870
+28
+3% +$7.16K 0.13% 100
2025
Q3 		$220K Sell
842
-40
-5% -$10.5K 0.14% 96
2025
Q2 		$205K Buy
+882
New +$201K 0.14% 96

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

Finivi Inc's AIT Position: Q2 2026 in Review

Finivi Inc reduced its Applied Industrial Technologies (AIT) stake by 11% in Q2 2026, selling an estimated $25.8K and leaving 715 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #102.

Finivi Inc first reported a position in AIT in Q2 2025 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Finivi Inc held 715 shares of Applied Industrial Technologies worth $242K as of Q2 2026.
  • Finivi Inc sold 84 Applied Industrial Technologies shares in Q2 2026, an estimated $25.8K.
  • Applied Industrial Technologies made up 0.12% of Finivi Inc's portfolio in Q2 2026, its #102 holding.
  • Finivi Inc first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 5 quarters since.
  • 613 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.