Kestra Advisory Services
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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
Q3 		$1.08M Buy
3,263
+2,110
+183% +$709K ﹤0.01% 1908
2026
Q2 		$390K Buy
1,153
+51
+5% +$15.6K ﹤0.01% 2539
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Kestra Advisory Services's AIT Position: Q3 2026 in Review

Kestra Advisory Services increased its Applied Industrial Technologies (AIT) stake by 183% in Q3 2026, buying an estimated $709K and bringing the position to 3,263 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Kestra Advisory Services first reported a position in AIT in Q4 2024 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Kestra Advisory Services held 3,263 shares of Applied Industrial Technologies worth $1.08M as of Q3 2026.
  • Kestra Advisory Services bought 2,110 Applied Industrial Technologies shares in Q3 2026, an estimated $709K.
  • Applied Industrial Technologies made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1908 holding.
  • Kestra Advisory Services first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 8 quarters since.
  • 323 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.