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Transcend Capital Advisors’s Applied Industrial Technologies AIT Stock Holding History

Transcend Capital 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 		$423K Buy
1,251
+323
+35% +$99.1K 0.03% 511
2026
Q1 		$246K Buy
+928
New +$253K 0.02% 611

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

Transcend Capital Advisors's AIT Position: Q2 2026 in Review

Transcend Capital Advisors increased its Applied Industrial Technologies (AIT) stake by 35% in Q2 2026, buying an estimated $99.1K and bringing the position to 1,251 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #511.

Transcend Capital Advisors first reported a position in AIT in Q1 2026 and has held it in 2 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Transcend Capital Advisors held 1,251 shares of Applied Industrial Technologies worth $423K as of Q2 2026.
  • Transcend Capital Advisors bought 323 Applied Industrial Technologies shares in Q2 2026, an estimated $99.1K.
  • Applied Industrial Technologies made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #511 holding.
  • Transcend Capital Advisors first reported a position in Applied Industrial Technologies in Q1 2026 and has held it in 2 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.