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HBK Sorce Advisory’s Applied Industrial Technologies AIT Stock Holding History

HBK Sorce Advisory’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 		$293K Buy
818
+5
+0.6% +$1.53K 0.01% 511
2026
Q1 		$251K Buy
813
+4
+0.5% +$1.09K 0.01% 539
2025
Q4 		$236K Buy
+809
New +$207K 0.01% 542

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

HBK Sorce Advisory's AIT Position: Q2 2026 in Review

HBK Sorce Advisory increased its Applied Industrial Technologies (AIT) stake by 0.62% in Q2 2026, buying an estimated $1.53K and bringing the position to 818 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #511.

HBK Sorce Advisory 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.

  • HBK Sorce Advisory held 818 shares of Applied Industrial Technologies worth $293K as of Q2 2026.
  • HBK Sorce Advisory bought 5 Applied Industrial Technologies shares in Q2 2026, an estimated $1.53K.
  • Applied Industrial Technologies made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #511 holding.
  • HBK Sorce Advisory 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 HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.