Sendero Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Sendero Wealth 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 Q1	$378K	Hold	1,424	–	–	0.04%	171
2025 Q4	$366K	Hold	1,424	–	–	0.04%	172
2025 Q3	$372K	Hold	1,424	–	–	0.04%	161
2025 Q2	$331K	Hold	1,424	–	–	0.04%	165
2025 Q1	$321K	Buy	1,424 +209	+17%	+$51.5K	0.04%	156
2024 Q4	$291K	Sell	1,215 -1,513	-55%	-$377K	0.04%	151
2024 Q3	$609K	Hold	2,728	–	–	0.1%	112
2024 Q2	$529K	Hold	2,728	–	–	0.09%	117
2024 Q1	$539K	Hold	2,728	–	–	0.09%	119
2023 Q4	$471K	Buy	2,728 +255	+10%	+$41.3K	0.09%	122
2023 Q3	$382K	Sell	2,473 -247	-9%	-$37K	0.08%	124
2023 Q2	$394K	Buy	2,720 +415	+18%	+$55.4K	0.09%	124
2023 Q1	$328K	Buy	2,305 +405	+21%	+$54.9K	0.1%	87
2022 Q4	$239K	Buy	+1,900	New	+$233K	0.09%	95

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Sendero Wealth Management's AIT Position: Q1 2026 in Review

Sendero Wealth Management held its Applied Industrial Technologies (AIT) position steady in Q1 2026 at 1,424 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #171.

Sendero Wealth Management first reported a position in AIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $609K in Q3 2024. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Sendero Wealth Management held 1,424 shares of Applied Industrial Technologies worth $378K as of Q1 2026.
Sendero Wealth Management left its Applied Industrial Technologies share count unchanged in Q1 2026.
Applied Industrial Technologies made up 0.04% of Sendero Wealth Management's portfolio in Q1 2026, its #171 holding.
Sendero Wealth Management first reported a position in Applied Industrial Technologies in Q4 2022 and has held it in 14 quarters since.
Sendero Wealth Management's Applied Industrial Technologies position peaked at $609K in Q3 2024.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.