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Newbridge Financial Services Group’s Applied Industrial Technologies AIT Stock Holding History

Newbridge Financial Services 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 		$30.4K Hold
90
– – ﹤0.01% 613
2026
Q1 		$23.9K Hold
90
– – ﹤0.01% 598
2025
Q4 		$23.1K Buy
+90
New +$23K ﹤0.01% 608

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Vanguard Capital Management
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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

Newbridge Financial Services Group's AIT Position: Q2 2026 in Review

Newbridge Financial Services Group held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 90 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Newbridge Financial Services 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.

  • Newbridge Financial Services Group held 90 shares of Applied Industrial Technologies worth $30.4K as of Q2 2026.
  • Newbridge Financial Services Group left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #613 holding.
  • Newbridge Financial Services 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 Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.