Raymond James Financial
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Raymond James Financial’s Applied Industrial Technologies AIT Stock Holding History

Raymond James Financial’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 		$37.7M Sell
111,546
-18,575
-14% -$5.7M 0.01% 1104
2026
Q1 		$34M Sell
130,121
-48,220
-27% -$13.1M 0.01% 1111
2025
Q4 		$46.2M Sell
178,341
-4,680
-3% -$1.2M 0.01% 865
2025
Q3 		$47.8M Sell
183,021
-3,133
-2% -$822K 0.02% 832
2025
Q2 		$43.3M Buy
186,154
+29,068
+19% +$6.61M 0.01% 843
2025
Q1 		$35.4M Buy
157,086
+50,524
+47% +$12.5M 0.01% 920
2024
Q4 		$25.5M Buy
+106,562
New +$26.6M 0.01% 1138

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 $3.38T AUM 44.17% 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

Raymond James Financial's AIT Position: Q2 2026 in Review

Raymond James Financial reduced its Applied Industrial Technologies (AIT) stake by 14% in Q2 2026, selling an estimated $5.7M and leaving 111,546 shares worth $37.7M. The position accounts for 0.01% of the portfolio, ranked #1104.

Raymond James Financial first reported a position in AIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.8M in Q3 2025. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Raymond James Financial held 111,546 shares of Applied Industrial Technologies worth $37.7M as of Q2 2026.
  • Raymond James Financial sold 18,575 Applied Industrial Technologies shares in Q2 2026, an estimated $5.7M.
  • Applied Industrial Technologies made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1104 holding.
  • Raymond James Financial first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Applied Industrial Technologies position peaked at $47.8M in Q3 2025.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.