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Rothschild Investment LLC’s Applied Industrial Technologies AIT Stock Holding History

Rothschild Investment LLC’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 		$1.19M Buy
3,528
+2,934
+494% +$900K 0.04% 373
2026
Q1 		$158K Buy
594
+506
+575% +$138K 0.01% 739
2025
Q4 		$22.6K Buy
88
+81
+1,157% +$20.7K ﹤0.01% 1284
2025
Q3 		$1.83K Buy
+7
New +$1.84K ﹤0.01% 2284
2025
Q2 		– Sell
-67
Closed -$15.1K – 3020
2025
Q1 		$15.1K Buy
67
+21
+46% +$5.17K ﹤0.01% 1074
2024
Q4 		$11K Buy
46
+16
+53% +$3.99K ﹤0.01% 1129
2024
Q3 		$6.69K Buy
30
+14
+88% +$2.85K ﹤0.01% 1208
2024
Q2 		$3.1K Buy
16
+12
+300% +$2.29K ﹤0.01% 1278
2024
Q1 		$790 Buy
+4
New +$731 ﹤0.01% 1283

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

Rothschild Investment LLC's AIT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Applied Industrial Technologies (AIT) stake by 494% in Q2 2026, buying an estimated $900K and bringing the position to 3,528 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #373.

Rothschild Investment LLC first reported a position in AIT in Q1 2024 and has held it in 9 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Rothschild Investment LLC held 3,528 shares of Applied Industrial Technologies worth $1.19M as of Q2 2026.
  • Rothschild Investment LLC bought 2,934 Applied Industrial Technologies shares in Q2 2026, an estimated $900K.
  • Applied Industrial Technologies made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #373 holding.
  • Rothschild Investment LLC first reported a position in Applied Industrial Technologies in Q1 2024 and has held it in 9 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.