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IFP Advisors’s Applied Industrial Technologies AIT Stock Holding History

IFP 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 		$406K Buy
1,200
+467
+64% +$143K 0.01% 1136
2026
Q1 		$194K Sell
733
-12
-2% -$3.27K ﹤0.01% 1415
2025
Q4 		$191K Sell
745
-99
-12% -$25.3K ﹤0.01% 1392
2025
Q3 		$220K Sell
844
-123
-13% -$32.3K 0.01% 1234
2025
Q2 		$261K Sell
967
-77
-7% -$17.5K 0.01% 1131
2025
Q1 		$235K Buy
1,044
+605
+138% +$149K 0.01% 1097
2024
Q4 		$105K Buy
439
+24
+6% +$5.98K ﹤0.01% 1447
2024
Q3 		$92.6K Buy
+415
New +$84.6K ﹤0.01% 1443
2023
Q1 		– Sell
-69
Closed -$20K – 3380
2022
Q4 		$20K Sell
69
-2
-3% -$245 ﹤0.01% 2865
2022
Q3 		$20K Hold
71
– – ﹤0.01% 3061
2022
Q2 		$20K Hold
71
– – ﹤0.01% 2819
2022
Q1 		$20K Buy
+71
New +$7.07K ﹤0.01% 2819
2020
Q2 		– Sell
-12
Closed -$654 – 2730
2020
Q1 		$1K Hold
12
– – ﹤0.01% 2477
2019
Q4 		$1K Sell
12
-67
-85% -$4.11K ﹤0.01% 2621
2019
Q3 		$5K Buy
+79
New +$4.45K ﹤0.01% 2316
2019
Q1 		$4K Hold
67
– – ﹤0.01% 1912
2018
Q4 		$4K Sell
67
-84
-56% -$5.49K ﹤0.01% 2904
2018
Q3 		$12K Sell
151
-4
-3% -$303 ﹤0.01% 2726
2018
Q2 		$11K Hold
155
– – ﹤0.01% 2816
2018
Q1 		$11K Hold
155
– – ﹤0.01% 2710
2017
Q4 		$11K Hold
155
– – ﹤0.01% 2749
2017
Q3 		$10K Hold
155
– – ﹤0.01% 3004
2017
Q2 		$9K Hold
155
– – ﹤0.01% 3069
2017
Q1 		$10K Hold
155
– – ﹤0.01% 2894
2016
Q4 		$9K Sell
155
-8
-5% -$434 ﹤0.01% 2951
2016
Q3 		$8K Buy
163
+84
+106% +$3.92K ﹤0.01% 2947
2016
Q2 		$4K Buy
79
+12
+18% +$538 ﹤0.01% 3220
2016
Q1 		$4K Hold
67
– – ﹤0.01% 1912
2015
Q4 		$3K Buy
+67
New +$2.73K ﹤0.01% 3150

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

IFP Advisors's AIT Position: Q2 2026 in Review

IFP Advisors increased its Applied Industrial Technologies (AIT) stake by 64% in Q2 2026, buying an estimated $143K and bringing the position to 1,200 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #1136.

IFP Advisors first reported a position in AIT in Q4 2015 and has held it in 29 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • IFP Advisors held 1,200 shares of Applied Industrial Technologies worth $406K as of Q2 2026.
  • IFP Advisors bought 467 Applied Industrial Technologies shares in Q2 2026, an estimated $143K.
  • Applied Industrial Technologies made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1136 holding.
  • IFP Advisors first reported a position in Applied Industrial Technologies in Q4 2015 and has held it in 29 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.