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Wellington-Altus USA’s Applied Industrial Technologies AIT Stock Holding History

Wellington-Altus USA’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 		$25.2K Hold
95
– – 0.02% 455
2026
Q1 		$32.1K Buy
95
+16
+20% +$4.36K 0.02% 431
2025
Q4 		$20.3K Buy
+79
New +$20.2K 0.02% 485

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

Wellington-Altus USA's AIT Position: Q2 2026 in Review

Wellington-Altus USA held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 95 shares worth $25.2K. The position accounts for 0.02% of the portfolio, ranked #455.

Wellington-Altus USA first reported a position in AIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.1K in Q1 2026. 622 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Wellington-Altus USA held 95 shares of Applied Industrial Technologies worth $25.2K as of Q2 2026.
  • Wellington-Altus USA left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #455 holding.
  • Wellington-Altus USA first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Applied Industrial Technologies position peaked at $32.1K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.