Root Financial Partners
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Root Financial Partners’s Applied Industrial Technologies AIT Stock Holding History

Root Financial Partners’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 		$112K Buy
+337
New +$113K ﹤0.01% 682
2026
Q2 		– Sell
-141
Closed -$37.4K – 492
2026
Q1 		$37.4K Buy
141
+22
+18% +$5.99K ﹤0.01% 1006
2025
Q4 		$30.6K Buy
119
+17
+17% +$4.35K ﹤0.01% 937
2025
Q3 		$26.6K Buy
+102
New +$26.8K ﹤0.01% 964

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Dimensional Fund Advisors
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Massachusetts Financial Services
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Root Financial Partners's AIT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Applied Industrial Technologies (AIT) in Q3 2026: 337 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AIT as recently as Q1 2026.

Root Financial Partners first reported a position in AIT in Q3 2025 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Root Financial Partners held 337 shares of Applied Industrial Technologies worth $112K as of Q3 2026.
  • Applied Industrial Technologies was a new Root Financial Partners position in Q3 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #682 holding.
  • Root Financial Partners first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.