KFAS
AIT icon

Keating Financial Advisory Services’s Applied Industrial Technologies AIT Stock Holding History

Keating Financial Advisory Services’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 		$180K Sell
531
-86
-14% -$26.4K 0.02% 368
2026
Q1 		$164K Sell
617
-3,608
-85% -$982K 0.03% 363
2025
Q4 		$1.08M Buy
+4,225
New +$1.08M 0.15% 119

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

Keating Financial Advisory Services's AIT Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Applied Industrial Technologies (AIT) stake by 14% in Q2 2026, selling an estimated $26.4K and leaving 531 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #368.

Keating Financial Advisory Services first reported a position in AIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Keating Financial Advisory Services held 531 shares of Applied Industrial Technologies worth $180K as of Q2 2026.
  • Keating Financial Advisory Services sold 86 Applied Industrial Technologies shares in Q2 2026, an estimated $26.4K.
  • Applied Industrial Technologies made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #368 holding.
  • Keating Financial Advisory Services first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Applied Industrial Technologies position peaked at $1.08M in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.