IFG
AIT icon

Independent Financial Group’s Applied Industrial Technologies AIT Stock Holding History

Independent Financial Group’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 		$216K Sell
639
-115
-15% -$35.3K ﹤0.01% 1438
2026
Q1 		$200K Sell
754
-33
-4% -$8.98K ﹤0.01% 1381
2025
Q4 		$202K Hold
787
– – ﹤0.01% 1346
2025
Q3 		$205K Buy
+787
New +$206K ﹤0.01% 1278
2025
Q2 		– Sell
-933
Closed -$210K – 1292
2025
Q1 		$210K Buy
933
+33
+4% +$8.13K 0.01% 1098
2024
Q4 		$216K Sell
900
-100
-10% -$24.9K 0.01% 1062
2024
Q3 		$223K Buy
+1,000
New +$204K 0.01% 1006

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

Independent Financial Group's AIT Position: Q2 2026 in Review

Independent Financial Group reduced its Applied Industrial Technologies (AIT) stake by 15% in Q2 2026, selling an estimated $35.3K and leaving 639 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Independent Financial Group first reported a position in AIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $223K in Q3 2024. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Independent Financial Group held 639 shares of Applied Industrial Technologies worth $216K as of Q2 2026.
  • Independent Financial Group sold 115 Applied Industrial Technologies shares in Q2 2026, an estimated $35.3K.
  • Applied Industrial Technologies made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1438 holding.
  • Independent Financial Group first reported a position in Applied Industrial Technologies in Q3 2024 and has held it in 7 quarters since.
  • Independent Financial Group's Applied Industrial Technologies position peaked at $223K in Q3 2024.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.