Pathstone Holdings
AIT icon

Pathstone Holdings’s Applied Industrial Technologies AIT Stock Holding History

Pathstone Holdings’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 		$3.79M Buy
11,207
+9
+0.1% +$2.76K 0.01% 782
2026
Q1 		$2.97M Sell
11,198
-200
-2% -$54.4K 0.01% 820
2025
Q4 		$2.93M Buy
11,398
+91
+0.8% +$23.3K 0.01% 832
2025
Q3 		$2.95M Sell
11,307
-90
-0.8% -$23.6K 0.01% 818
2025
Q2 		$2.65M Buy
11,397
+896
+9% +$204K 0.01% 844
2025
Q1 		$2.37M Buy
10,501
+288
+3% +$71K 0.01% 887
2024
Q4 		$2.45M Sell
10,213
-856
-8% -$213K 0.01% 865
2024
Q3 		$2.47M Buy
11,069
+190
+2% +$38.7K 0.01% 864
2024
Q2 		$2.11M Sell
10,879
-281
-3% -$53.6K 0.01% 902
2024
Q1 		$2.2M Sell
11,160
-393
-3% -$71.8K 0.01% 852
2023
Q4 		$2M Buy
+11,553
New +$1.87M 0.01% 742

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

Pathstone Holdings's AIT Position: Q2 2026 in Review

Pathstone Holdings increased its Applied Industrial Technologies (AIT) stake by 0.08% in Q2 2026, buying an estimated $2.76K and bringing the position to 11,207 shares worth $3.79M. The position accounts for 0.01% of the portfolio, ranked #782.

Pathstone Holdings first reported a position in AIT in Q4 2023 and has held it in 11 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Pathstone Holdings held 11,207 shares of Applied Industrial Technologies worth $3.79M as of Q2 2026.
  • Pathstone Holdings bought 9 Applied Industrial Technologies shares in Q2 2026, an estimated $2.76K.
  • Applied Industrial Technologies made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #782 holding.
  • Pathstone Holdings first reported a position in Applied Industrial Technologies in Q4 2023 and has held it in 11 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.