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Riversedge Advisors’s Applied Industrial Technologies AIT Stock Holding History

Riversedge 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
Q3 		$283K Buy
852
+21
+3% +$7.05K 0.03% 267
2026
Q2 		$281K Buy
+831
New +$255K 0.04% 222

Other funds holding AIT

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Riversedge Advisors's AIT Position: Q3 2026 in Review

Riversedge Advisors increased its Applied Industrial Technologies (AIT) stake by 2.5% in Q3 2026, buying an estimated $7.05K and bringing the position to 852 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #267.

Riversedge Advisors first reported a position in AIT in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Riversedge Advisors held 852 shares of Applied Industrial Technologies worth $283K as of Q3 2026.
  • Riversedge Advisors bought 21 Applied Industrial Technologies shares in Q3 2026, an estimated $7.05K.
  • Applied Industrial Technologies made up 0.03% of Riversedge Advisors's portfolio in Q3 2026, its #267 holding.
  • Riversedge Advisors first reported a position in Applied Industrial Technologies in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.