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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
Q2 		– Sell
-1,424
Closed -$378K – 211
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
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

Sendero Wealth Management's AIT Position: Q2 2026 in Review

Sendero Wealth Management sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 1,424 shares — an estimated $378K sold.

Sendero Wealth Management first reported a position in AIT in Q4 2022 and held it in 14 quarters. The position peaked at $609K in Q3 2024. 622 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Sendero Wealth Management reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 1,424 Applied Industrial Technologies shares in Q2 2026, an estimated $378K.
  • Sendero Wealth Management first reported a position in Applied Industrial Technologies in Q4 2022 and held it in 14 quarters.
  • Sendero Wealth Management's Applied Industrial Technologies position peaked at $609K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.