Richard Bernstein Advisors’s Applied Industrial Technologies AIT Stock Holding History

Richard Bernstein 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 Q1	$1.73M	Buy	+6,524	New	+$1.78M	0.05%	102
2015 Q4	–	Sell	-3,766	Closed	-$144K	–	135
2015 Q3	$144K	Hold	3,766	–	–	0.02%	140
2015 Q2	$149K	Buy	3,766 +1,768	+88%	+$75.1K	0.02%	175
2015 Q1	$91K	Hold	1,998	–	–	0.01%	234
2014 Q4	$91K	Hold	1,998	–	–	0.01%	272
2014 Q3	$91K	Buy	+1,998	New	+$97.8K	0.01%	271

Other funds holding AIT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Richard Bernstein Advisors's AIT Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Applied Industrial Technologies (AIT) in Q1 2026: 6,524 shares worth $1.73M. The stake represents 0.05% of the portfolio and ranks #102 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in AIT as recently as Q3 2015.

Richard Bernstein Advisors first reported a position in AIT in Q3 2014 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Richard Bernstein Advisors held 6,524 shares of Applied Industrial Technologies worth $1.73M as of Q1 2026.
Applied Industrial Technologies was a new Richard Bernstein Advisors position in Q1 2026.
Applied Industrial Technologies made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #102 holding.
Richard Bernstein Advisors first reported a position in Applied Industrial Technologies in Q3 2014 and has held it in 6 quarters since.
584 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.