Rockefeller Capital Management
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Rockefeller Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Rockefeller Capital 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
Q3 		$21.2M Buy
63,814
+6,021
+10% +$2.02M 0.03% 483
2026
Q2 		$19.5M Sell
57,793
-119
-0.2% -$36.5K 0.03% 493
2026
Q1 		$15.4M Buy
57,912
+1,757
+3% +$478K 0.03% 523
2025
Q4 		$14.4M Sell
56,155
-6,268
-10% -$1.6M 0.03% 527
2025
Q3 		$16.3M Sell
62,423
-9,592
-13% -$2.52M 0.03% 480
2025
Q2 		$16.7M Sell
72,015
-2,024
-3% -$460K 0.04% 438
2025
Q1 		$16.7M Buy
74,039
+3,329
+5% +$820K 0.04% 417
2024
Q4 		$16.9M Buy
+70,710
New +$17.6M 0.04% 387
2024
Q2 		– Sell
-19,861
Closed -$3.92M – 1626
2024
Q1 		$3.92M Sell
19,861
-2,593
-12% -$474K 0.01% 766
2023
Q4 		$3.88M Buy
22,454
+8,612
+62% +$1.39M 0.01% 709
2023
Q3 		$2.14M Buy
+13,842
New +$2.08M 0.01% 818
2023
Q2 		– Sell
-3,044
Closed -$432K – 1810
2023
Q1 		$432K Buy
3,044
+2,257
+287% +$306K ﹤0.01% 1411
2022
Q4 		$98K Buy
787
+20
+3% +$2.45K ﹤0.01% 2029
2022
Q3 		$78K Sell
767
-149
-16% -$15.3K ﹤0.01% 2123
2022
Q2 		$88K Buy
916
+454
+98% +$45.8K ﹤0.01% 2011
2022
Q1 		$47K Sell
462
-47
-9% -$4.68K ﹤0.01% 2325
2021
Q4 		$52K Buy
509
+141
+38% +$14.1K ﹤0.01% 2196
2021
Q3 		$33K Hold
368
– – ﹤0.01% 2336
2021
Q2 		$33K Buy
368
+22
+6% +$2.1K ﹤0.01% 2254
2021
Q1 		$31K Sell
346
-109
-24% -$9.25K ﹤0.01% 2088
2020
Q4 		$35K Hold
455
– – ﹤0.01% 1790
2020
Q3 		$25K Hold
455
– – ﹤0.01% 1710
2020
Q2 		$28K Hold
455
– – ﹤0.01% 1554
2020
Q1 		$21K Hold
455
– – ﹤0.01% 1497
2019
Q4 		$30K Sell
455
-166
-27% -$10.2K ﹤0.01% 1272
2019
Q3 		$35K Hold
621
– – ﹤0.01% 1075
2019
Q2 		$38K Buy
621
+344
+124% +$20.1K ﹤0.01% 876
2019
Q1 		$16K Buy
+277
New +$16.1K ﹤0.01% 1328

Other funds holding AIT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Rockefeller Capital Management's AIT Position: Q3 2026 in Review

Rockefeller Capital Management increased its Applied Industrial Technologies (AIT) stake by 10% in Q3 2026, buying an estimated $2.02M and bringing the position to 63,814 shares worth $21.2M. The position accounts for 0.03% of the portfolio, ranked #483.

Rockefeller Capital Management first reported a position in AIT in Q1 2019 and has held it in 28 quarters since. 517 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Rockefeller Capital Management held 63,814 shares of Applied Industrial Technologies worth $21.2M as of Q3 2026.
  • Rockefeller Capital Management bought 6,021 Applied Industrial Technologies shares in Q3 2026, an estimated $2.02M.
  • Applied Industrial Technologies made up 0.03% of Rockefeller Capital Management's portfolio in Q3 2026, its #483 holding.
  • Rockefeller Capital Management first reported a position in Applied Industrial Technologies in Q1 2019 and has held it in 28 quarters since.
  • 517 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.