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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
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

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

Kestra Advisory Services's AIT Position: Q2 2026 in Review

Kestra Advisory Services increased its Applied Industrial Technologies (AIT) stake by 4.6% in Q2 2026, buying an estimated $15.6K and bringing the position to 1,153 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Kestra Advisory Services first reported a position in AIT in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Kestra Advisory Services held 1,153 shares of Applied Industrial Technologies worth $390K as of Q2 2026.
  • Kestra Advisory Services bought 51 Applied Industrial Technologies shares in Q2 2026, an estimated $15.6K.
  • Applied Industrial Technologies made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2539 holding.
  • Kestra Advisory Services first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 7 quarters since.
  • 622 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.