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Ritholtz Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Ritholtz Wealth Management’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 		$5.27M Buy
15,597
+181
+1% +$55.5K 0.08% 173
2026
Q1 		$4.09M Sell
15,416
-238
-2% -$64.8K 0.07% 202
2025
Q4 		$4.02M Buy
15,654
+31
+0.2% +$7.93K 0.07% 189
2025
Q3 		$4.08M Buy
15,623
+97
+0.6% +$25.5K 0.08% 165
2025
Q2 		$3.61M Buy
15,526
+53
+0.3% +$12.1K 0.08% 163
2025
Q1 		$3.49M Buy
15,473
+533
+4% +$131K 0.1% 137
2024
Q4 		$3.58M Sell
14,940
-215
-1% -$53.6K 0.11% 119
2024
Q3 		$3.38M Sell
15,155
-214
-1% -$43.6K 0.1% 139
2024
Q2 		$2.98M Sell
15,369
-583
-4% -$111K 0.1% 141
2024
Q1 		$3.15M Sell
15,952
-1,479
-8% -$270K 0.11% 127
2023
Q4 		$3.01M Sell
17,431
-680
-4% -$110K 0.12% 109
2023
Q3 		$2.8M Sell
18,111
-263
-1% -$39.4K 0.13% 101
2023
Q2 		$2.66M Sell
18,374
-2,607
-12% -$348K 0.12% 102
2023
Q1 		$2.98M Buy
20,981
+8,920
+74% +$1.21M 0.15% 88
2022
Q4 		$1.52M Buy
12,061
+4,378
+57% +$537K 0.08% 164
2022
Q3 		$790K Buy
+7,683
New +$789K 0.04% 297

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

Ritholtz Wealth Management's AIT Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Applied Industrial Technologies (AIT) stake by 1.2% in Q2 2026, buying an estimated $55.5K and bringing the position to 15,597 shares worth $5.27M. The position accounts for 0.08% of the portfolio, ranked #173.

Ritholtz Wealth Management first reported a position in AIT in Q3 2022 and has held it in 16 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Ritholtz Wealth Management held 15,597 shares of Applied Industrial Technologies worth $5.27M as of Q2 2026.
  • Ritholtz Wealth Management bought 181 Applied Industrial Technologies shares in Q2 2026, an estimated $55.5K.
  • Applied Industrial Technologies made up 0.08% of Ritholtz Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Ritholtz Wealth Management first reported a position in Applied Industrial Technologies in Q3 2022 and has held it in 16 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.