UCFA
AIT icon

United Capital Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History

United Capital 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 		$540K Buy
1,596
+106
+7% +$32.5K ﹤0.01% 1076
2026
Q1 		$395K Buy
1,490
+659
+79% +$179K ﹤0.01% 1191
2025
Q4 		$213K Buy
831
+45
+6% +$11.5K ﹤0.01% 1305
2025
Q3 		$205K Buy
+786
New +$206K ﹤0.01% 1158
2025
Q2 		– Sell
-933
Closed -$210K – 1093
2025
Q1 		$210K Sell
933
-11
-1% -$2.71K ﹤0.01% 1005
2024
Q4 		$226K Buy
+944
New +$235K ﹤0.01% 979
2024
Q2 		– Sell
-1,117
Closed -$221K – 1035
2024
Q1 		$221K Buy
+1,117
New +$204K ﹤0.01% 990
2023
Q4 		– Sell
-1,323
Closed -$205K – 1062
2023
Q3 		$205K Buy
+1,323
New +$198K ﹤0.01% 799
2015
Q2 		– Sell
-5,080
Closed -$212K – 1252
2015
Q1 		$212K Sell
5,080
-589
-10% -$25.2K ﹤0.01% 1165
2014
Q4 		$258K Sell
5,669
-15,950
-74% -$745K ﹤0.01% 1017
2014
Q3 		$987K Sell
21,619
-14,241
-40% -$697K 0.02% 606
2014
Q2 		$1.82M Buy
35,860
+1,054
+3% +$50.9K 0.03% 435
2014
Q1 		$1.68M Buy
34,806
+8,284
+31% +$407K 0.04% 385
2013
Q4 		$1.3M Buy
26,522
+286
+1% +$13.9K 0.04% 299
2013
Q3 		$1.35M Sell
26,236
-4,919
-16% -$249K 0.04% 301
2013
Q2 		$1.51M Buy
+31,155
New +$1.42M 0.04% 346

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

United Capital Financial Advisors's AIT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Applied Industrial Technologies (AIT) stake by 7.1% in Q2 2026, buying an estimated $32.5K and bringing the position to 1,596 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

United Capital Financial Advisors first reported a position in AIT in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.82M in Q2 2014. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • United Capital Financial Advisors held 1,596 shares of Applied Industrial Technologies worth $540K as of Q2 2026.
  • United Capital Financial Advisors bought 106 Applied Industrial Technologies shares in Q2 2026, an estimated $32.5K.
  • Applied Industrial Technologies made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1076 holding.
  • United Capital Financial Advisors first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Applied Industrial Technologies position peaked at $1.82M in Q2 2014.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

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