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NewEdge Advisors’s Applied Industrial Technologies AIT Stock Holding History

NewEdge 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
Q2 		$1.63M Buy
4,834
+1,071
+28% +$329K ﹤0.01% 1331
2026
Q1 		$998K Buy
3,763
+223
+6% +$60.7K ﹤0.01% 1508
2025
Q4 		$909K Buy
3,540
+3,484
+6,221% +$891K ﹤0.01% 1552
2025
Q3 		$14.7K Sell
56
-16
-22% -$4.2K ﹤0.01% 3219
2025
Q2 		$16.8K Sell
72
-270
-79% -$61.4K ﹤0.01% 3013
2025
Q1 		$77.1K Sell
342
-2,409
-88% -$594K ﹤0.01% 2386
2024
Q4 		$659K Buy
2,751
+2,457
+836% +$613K ﹤0.01% 1390
2024
Q3 		$65.6K Buy
294
+42
+17% +$8.56K ﹤0.01% 2347
2024
Q2 		$48.9K Sell
252
-2,499
-91% -$477K ﹤0.01% 2354
2024
Q1 		$544K Sell
2,751
-253
-8% -$46.2K ﹤0.01% 1300
2023
Q4 		$531K Buy
3,004
+552
+23% +$89.4K 0.01% 1255
2023
Q3 		$379K Sell
2,452
-96
-4% -$14.4K ﹤0.01% 1308
2023
Q2 		$369K Buy
+2,548
New +$340K ﹤0.01% 1361
2023
Q1 		– Sell
-55
Closed -$6.93K – 3432
2022
Q4 		$6.93K Buy
+55
New +$6.75K ﹤0.01% 2482

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

NewEdge Advisors's AIT Position: Q2 2026 in Review

NewEdge Advisors increased its Applied Industrial Technologies (AIT) stake by 28% in Q2 2026, buying an estimated $329K and bringing the position to 4,834 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

NewEdge Advisors first reported a position in AIT in Q4 2022 and has held it in 14 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • NewEdge Advisors held 4,834 shares of Applied Industrial Technologies worth $1.63M as of Q2 2026.
  • NewEdge Advisors bought 1,071 Applied Industrial Technologies shares in Q2 2026, an estimated $329K.
  • Applied Industrial Technologies made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1331 holding.
  • NewEdge Advisors first reported a position in Applied Industrial Technologies in Q4 2022 and has held it in 14 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.