James T. Borello RIA’s Applied Industrial Technologies AIT Stock Holding History

James T. Borello RIA’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 Q3	$621K	Buy	1,870 +4	+0.2%	+$1.34K	0.13%	61
2026 Q2	$631K	Buy	1,866 +4	+0.2%	+$1.23K	0.14%	60
2026 Q1	$494K	Buy	1,862 +3	+0.2%	+$817	0.13%	64
2025 Q4	$477K	Buy	1,859 +4	+0.2%	+$1.02K	0.12%	62
2025 Q3	$484K	Buy	1,855 +1	+0.1%	+$262	0.13%	63
2025 Q2	$431K	Buy	1,854 +4	+0.2%	+$910	0.13%	58
2025 Q1	$417K	Buy	1,850 +3	+0.2%	+$739	0.13%	58
2024 Q4	$442K	Buy	1,847 +3	+0.2%	+$748	0.16%	55
2024 Q3	$412K	Buy	1,844 +3	+0.2%	+$612	0.17%	52
2024 Q2	$357K	Buy	1,841 +3	+0.2%	+$572	0.16%	53
2024 Q1	$363K	Buy	+1,838	New	+$336K	0.17%	51

Other funds holding AIT

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

James T. Borello RIA's AIT Position: Q3 2026 in Review

James T. Borello RIA increased its Applied Industrial Technologies (AIT) stake by 0.21% in Q3 2026, buying an estimated $1.34K and bringing the position to 1,870 shares worth $621K. The position accounts for 0.13% of the portfolio, ranked #61.

James T. Borello RIA first reported a position in AIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $631K in Q2 2026. 127 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

James T. Borello RIA held 1,870 shares of Applied Industrial Technologies worth $621K as of Q3 2026.
James T. Borello RIA bought 4 Applied Industrial Technologies shares in Q3 2026, an estimated $1.34K.
Applied Industrial Technologies made up 0.13% of James T. Borello RIA's portfolio in Q3 2026, its #61 holding.
James T. Borello RIA first reported a position in Applied Industrial Technologies in Q1 2024 and has held it in 11 quarters since.
James T. Borello RIA's Applied Industrial Technologies position peaked at $631K in Q2 2026.
127 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.