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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
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

Other funds holding AIT

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Root Financial Partners's AIT Position: Q2 2026 in Review

Root Financial Partners sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 141 shares — an estimated $37.4K sold.

Root Financial Partners first reported a position in AIT in Q3 2025 and held it in 3 quarters. The position peaked at $37.4K in Q1 2026. 171 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Root Financial Partners reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 141 Applied Industrial Technologies shares in Q2 2026, an estimated $37.4K.
  • Root Financial Partners first reported a position in Applied Industrial Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Applied Industrial Technologies position peaked at $37.4K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.