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Merit Financial Group’s Applied Industrial Technologies AIT Stock Holding History

Merit Financial Group’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 		$1.2M Buy
3,534
+1,281
+57% +$393K 0.01% 994
2026
Q1 		$598K Buy
2,253
+814
+57% +$222K ﹤0.01% 1264
2025
Q4 		$369K Buy
+1,439
New +$368K ﹤0.01% 1449

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

Merit Financial Group's AIT Position: Q2 2026 in Review

Merit Financial Group increased its Applied Industrial Technologies (AIT) stake by 57% in Q2 2026, buying an estimated $393K and bringing the position to 3,534 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #994.

Merit Financial Group first reported a position in AIT in Q4 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Merit Financial Group held 3,534 shares of Applied Industrial Technologies worth $1.2M as of Q2 2026.
  • Merit Financial Group bought 1,281 Applied Industrial Technologies shares in Q2 2026, an estimated $393K.
  • Applied Industrial Technologies made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #994 holding.
  • Merit Financial Group first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.