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TD Private Client Wealth’s Applied Industrial Technologies AIT Stock Holding History

TD Private Client Wealth’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 		$516K Buy
1,525
+552
+57% +$169K 0.01% 494
2026
Q1 		$258K Hold
973
– – 0.01% 600
2025
Q4 		$250K Hold
973
– – 0.01% 620
2025
Q3 		$254K Sell
973
-120
-11% -$31.5K 0.01% 612
2025
Q2 		$254K Sell
1,093
-6
-0.5% -$1.36K 0.01% 587
2025
Q1 		$248K Buy
1,099
+82
+8% +$20.2K 0.01% 563
2024
Q4 		$244K Hold
1,017
– – 0.01% 562
2024
Q3 		$227K Buy
1,017
+203
+25% +$41.4K 0.01% 578
2024
Q2 		$158K Buy
814
+104
+15% +$19.8K 0.01% 609
2024
Q1 		$140K Buy
710
+212
+43% +$38.7K ﹤0.01% 639
2023
Q4 		$86K Buy
498
+140
+39% +$22.7K ﹤0.01% 714
2023
Q3 		$55.4K Sell
358
-26
-7% -$3.9K ﹤0.01% 752
2023
Q2 		$55.6K Buy
384
+28
+8% +$3.73K ﹤0.01% 763
2023
Q1 		$50.6K Sell
356
-53
-13% -$7.19K ﹤0.01% 763
2022
Q4 		$51.5K Sell
409
-30
-7% -$3.68K ﹤0.01% 739
2022
Q3 		$45.1K Hold
439
– – ﹤0.01% 747
2022
Q2 		$42.2K Sell
439
-33
-7% -$3.33K ﹤0.01% 763
2022
Q1 		$48.5K Buy
+472
New +$47K ﹤0.01% 780

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

TD Private Client Wealth's AIT Position: Q2 2026 in Review

TD Private Client Wealth increased its Applied Industrial Technologies (AIT) stake by 57% in Q2 2026, buying an estimated $169K and bringing the position to 1,525 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #494.

TD Private Client Wealth first reported a position in AIT in Q1 2022 and has held it in 18 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • TD Private Client Wealth held 1,525 shares of Applied Industrial Technologies worth $516K as of Q2 2026.
  • TD Private Client Wealth bought 552 Applied Industrial Technologies shares in Q2 2026, an estimated $169K.
  • Applied Industrial Technologies made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #494 holding.
  • TD Private Client Wealth first reported a position in Applied Industrial Technologies in Q1 2022 and has held it in 18 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.