Moneta Group Investment Advisors’s Applied Industrial Technologies AIT Stock Holding History

Moneta Group Investment Advisors’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 Q1	$283K	Hold	1,066	–	–	﹤0.01%	645
2025 Q4	$274K	Sell	1,066 -17	-2%	-$4.35K	﹤0.01%	660
2025 Q3	$283K	Buy	1,083 +18	+2%	+$4.72K	﹤0.01%	641
2025 Q2	$248K	Hold	1,065	–	–	﹤0.01%	614
2025 Q1	$240K	Sell	1,065 -14	-1%	-$3.45K	﹤0.01%	575
2024 Q4	$258K	Buy	1,079 +14	+1%	+$3.49K	﹤0.01%	572
2024 Q3	$238K	Hold	1,065	–	–	﹤0.01%	578
2024 Q2	$207K	Hold	1,065	–	–	﹤0.01%	570
2024 Q1	$210K	Buy	+1,065	New	+$195K	﹤0.01%	565

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Moneta Group Investment Advisors's AIT Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Applied Industrial Technologies (AIT) position steady in Q1 2026 at 1,066 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Moneta Group Investment Advisors first reported a position in AIT in Q1 2024 and has held it in 9 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Moneta Group Investment Advisors held 1,066 shares of Applied Industrial Technologies worth $283K as of Q1 2026.
Moneta Group Investment Advisors left its Applied Industrial Technologies share count unchanged in Q1 2026.
Applied Industrial Technologies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #645 holding.
Moneta Group Investment Advisors first reported a position in Applied Industrial Technologies in Q1 2024 and has held it in 9 quarters since.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.