Matthew Hamilton Rosenberg’s Applied Industrial Technologies AIT Stock Holding History

Matthew Hamilton Rosenberg’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	$332	Hold	1	–	–	﹤0.01%	808
2026 Q2	$338	Hold	1	–	–	﹤0.01%	780
2026 Q1	$265	Hold	1	–	–	﹤0.01%	791
2025 Q4	$257	Hold	1	–	–	﹤0.01%	794
2025 Q3	$261	Hold	1	–	–	﹤0.01%	795
2025 Q2	$232	Hold	1	–	–	﹤0.01%	826
2025 Q1	$225	Hold	1	–	–	﹤0.01%	811
2024 Q4	$239	Hold	1	–	–	﹤0.01%	791
2024 Q3	$223	Hold	1	–	–	﹤0.01%	823
2024 Q2	$190	Hold	1	–	–	﹤0.01%	793
2024 Q1	$195	Hold	1	–	–	﹤0.01%	831
2023 Q4	$173	Hold	1	–	–	﹤0.01%	856
2023 Q3	$155	Hold	1	–	–	﹤0.01%	864
2023 Q2	$145	Hold	1	–	–	﹤0.01%	887
2023 Q1	$142	Hold	1	–	–	﹤0.01%	921
2022 Q4	$126	Buy	+1	New	+$123	﹤0.01%	917

Other funds holding AIT

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Matthew Hamilton Rosenberg's AIT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Applied Industrial Technologies (AIT) position steady in Q3 2026 at 1 share worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Matthew Hamilton Rosenberg first reported a position in AIT in Q4 2022 and has held it in 16 quarters since. The position peaked at $338 in Q2 2026. 21 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

Matthew Hamilton Rosenberg held 1 share of Applied Industrial Technologies worth $332 as of Q3 2026.
Matthew Hamilton Rosenberg left its Applied Industrial Technologies share count unchanged in Q3 2026.
Applied Industrial Technologies made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #808 holding.
Matthew Hamilton Rosenberg first reported a position in Applied Industrial Technologies in Q4 2022 and has held it in 16 quarters since.
Matthew Hamilton Rosenberg's Applied Industrial Technologies position peaked at $338 in Q2 2026.
21 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.