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Kestra Advisory Services’s Applied Industrial Technologies AIT Stock Holding History

Kestra 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
Q1 		$292K Sell
1,102
-246
-18% -$67K ﹤0.01% 2648
2025
Q4 		$346K Buy
1,348
+123
+10% +$31.5K ﹤0.01% 2424
2025
Q3 		$320K Sell
1,225
-15
-1% -$3.94K ﹤0.01% 2392
2025
Q2 		$288K Buy
1,240
+53
+4% +$12.1K ﹤0.01% 2381
2025
Q1 		$267K Sell
1,187
-123
-9% -$30.3K ﹤0.01% 2254
2024
Q4 		$314K Buy
+1,310
New +$327K ﹤0.01% 2184

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Kestra Advisory Services's AIT Position: Q1 2026 in Review

Kestra Advisory Services reduced its Applied Industrial Technologies (AIT) stake by 18% in Q1 2026, selling an estimated $67K and leaving 1,102 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

Kestra Advisory Services first reported a position in AIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $346K in Q4 2025. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Kestra Advisory Services held 1,102 shares of Applied Industrial Technologies worth $292K as of Q1 2026.
  • Kestra Advisory Services sold 246 Applied Industrial Technologies shares in Q1 2026, an estimated $67K.
  • Applied Industrial Technologies made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2648 holding.
  • Kestra Advisory Services first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 6 quarters since.
  • Kestra Advisory Services's Applied Industrial Technologies position peaked at $346K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.