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Krilogy Financial’s Applied Industrial Technologies AIT Stock Holding History

Krilogy Financial’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 		$633K Buy
1,873
+881
+89% +$270K 0.02% 550
2026
Q1 		$282K Buy
992
+267
+37% +$72.7K 0.01% 757
2025
Q4 		$204K Buy
+725
New +$185K 0.01% 871

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

Krilogy Financial's AIT Position: Q2 2026 in Review

Krilogy Financial increased its Applied Industrial Technologies (AIT) stake by 89% in Q2 2026, buying an estimated $270K and bringing the position to 1,873 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #550.

Krilogy Financial first reported a position in AIT in Q4 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Krilogy Financial held 1,873 shares of Applied Industrial Technologies worth $633K as of Q2 2026.
  • Krilogy Financial bought 881 Applied Industrial Technologies shares in Q2 2026, an estimated $270K.
  • Applied Industrial Technologies made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #550 holding.
  • Krilogy Financial first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.