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Sequoia Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History

Sequoia Financial Advisors’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
3,508
+117
+3% +$35.9K 0.01% 865
2026
Q1 		$900K Buy
3,391
+215
+7% +$58.5K 0.01% 942
2025
Q4 		$815K Buy
3,176
+520
+20% +$133K ﹤0.01% 992
2025
Q3 		$693K Buy
2,656
+641
+32% +$168K ﹤0.01% 970
2025
Q2 		$468K Buy
2,015
+204
+11% +$46.4K ﹤0.01% 1032
2025
Q1 		$408K Buy
1,811
+374
+26% +$92.2K ﹤0.01% 939
2024
Q4 		$344K Sell
1,437
-3
-0.2% -$748 ﹤0.01% 963
2024
Q3 		$321K Buy
1,440
+15
+1% +$3.06K ﹤0.01% 932
2024
Q2 		$276K Buy
1,425
+77
+6% +$14.7K ﹤0.01% 925
2024
Q1 		$266K Sell
1,348
-338
-20% -$61.8K ﹤0.01% 918
2023
Q4 		$291K Buy
1,686
+34
+2% +$5.51K ﹤0.01% 946
2023
Q3 		$255K Buy
1,652
+93
+6% +$13.9K ﹤0.01% 753
2023
Q2 		$226K Buy
1,559
+1
+0.1% +$133 ﹤0.01% 814
2023
Q1 		$221K Buy
+1,558
New +$211K ﹤0.01% 733

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

Sequoia Financial Advisors's AIT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Applied Industrial Technologies (AIT) stake by 3.5% in Q2 2026, buying an estimated $35.9K and bringing the position to 3,508 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #865.

Sequoia Financial Advisors first reported a position in AIT in Q1 2023 and has held it in 14 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Sequoia Financial Advisors held 3,508 shares of Applied Industrial Technologies worth $1.19M as of Q2 2026.
  • Sequoia Financial Advisors bought 117 Applied Industrial Technologies shares in Q2 2026, an estimated $35.9K.
  • Applied Industrial Technologies made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #865 holding.
  • Sequoia Financial Advisors first reported a position in Applied Industrial Technologies in Q1 2023 and has held it in 14 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.