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Steward Partners Investment Advisory’s Applied Industrial Technologies AIT Stock Holding History

Steward Partners Investment Advisory’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 		$4.86M Buy
14,360
+4,305
+43% +$1.32M 0.02% 563
2026
Q1 		$2.67M Buy
10,055
+598
+6% +$163K 0.01% 743
2025
Q4 		$2.43M Buy
9,457
+2,301
+32% +$589K 0.01% 713
2025
Q3 		$1.87M Buy
7,156
+272
+4% +$71.4K 0.01% 803
2025
Q2 		$1.6M Buy
6,884
+326
+5% +$74.2K 0.01% 794
2025
Q1 		$1.48M Buy
6,558
+173
+3% +$42.6K 0.01% 772
2024
Q4 		$1.53M Buy
6,385
+588
+10% +$147K 0.01% 723
2024
Q3 		$1.29M Buy
+5,797
New +$1.18M 0.01% 768

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

Steward Partners Investment Advisory's AIT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Applied Industrial Technologies (AIT) stake by 43% in Q2 2026, buying an estimated $1.32M and bringing the position to 14,360 shares worth $4.86M. The position accounts for 0.02% of the portfolio, ranked #563.

Steward Partners Investment Advisory first reported a position in AIT in Q3 2024 and has held it in 8 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Steward Partners Investment Advisory held 14,360 shares of Applied Industrial Technologies worth $4.86M as of Q2 2026.
  • Steward Partners Investment Advisory bought 4,305 Applied Industrial Technologies shares in Q2 2026, an estimated $1.32M.
  • Applied Industrial Technologies made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #563 holding.
  • Steward Partners Investment Advisory first reported a position in Applied Industrial Technologies in Q3 2024 and has held it in 8 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.