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

Transamerica 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 		$15.7K Buy
46
+4
+10% +$1.23K ﹤0.01% 913
2026
Q1 		$11.2K Hold
42
– – ﹤0.01% 900
2025
Q4 		$10.9K Sell
42
-27
-39% -$6.91K ﹤0.01% 835
2025
Q3 		$17.9K Buy
+69
New +$18.1K ﹤0.01% 627

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 $3.38T AUM 44.17% 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

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

Transamerica Financial Advisors increased its Applied Industrial Technologies (AIT) stake by 9.5% in Q2 2026, buying an estimated $1.23K and bringing the position to 46 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Transamerica Financial Advisors first reported a position in AIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.9K in Q3 2025. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Transamerica Financial Advisors held 46 shares of Applied Industrial Technologies worth $15.7K as of Q2 2026.
  • Transamerica Financial Advisors bought 4 Applied Industrial Technologies shares in Q2 2026, an estimated $1.23K.
  • Applied Industrial Technologies made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #913 holding.
  • Transamerica Financial Advisors first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Applied Industrial Technologies position peaked at $17.9K in Q3 2025.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

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