N.E.W. Advisory Services’s Applied Industrial Technologies AIT Stock Holding History

N.E.W. 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	$3.04K	Hold	9	–	–	﹤0.01%	800
2026 Q1	$2.39K	Hold	9	–	–	﹤0.01%	808
2025 Q4	$2.31K	Hold	9	–	–	﹤0.01%	776
2025 Q3	$2.35K	Hold	9	–	–	﹤0.01%	734
2025 Q2	$2.09K	Hold	9	–	–	﹤0.01%	734
2025 Q1	$2.03K	Buy	+9	New	+$2.22K	﹤0.01%	788

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

N.E.W. Advisory Services's AIT Position: Q2 2026 in Review

N.E.W. Advisory Services held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 9 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

N.E.W. Advisory Services first reported a position in AIT in Q1 2025 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

N.E.W. Advisory Services held 9 shares of Applied Industrial Technologies worth $3.04K as of Q2 2026.
N.E.W. Advisory Services left its Applied Industrial Technologies share count unchanged in Q2 2026.
Applied Industrial Technologies made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #800 holding.
N.E.W. Advisory Services first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 6 quarters since.
337 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.