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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AIT holding history

Applied Industrial Technologies Inc in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIT overviewAll 13F holders of AITFull Q2 2026 holdings

Shares (Q2 2026)
2,946
Value
$996.3K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of AIT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,946$996.3K<0.1%+195+7.1%AddedHolders
Q1 20262,751$729.8K<0.1%+614+28.7%AddedHolders
Q4 20252,137$548.6K<0.1%+214+11.1%AddedHolders
Q3 20251,923$502.1K<0.1%+366+23.5%AddedHolders
Q2 20251,557$361.9K<0.1%+652+72.0%AddedHolders
Q1 2025905$203.9K<0.1%+253+38.8%AddedHolders
Q4 2024652$156.1K<0.1%+146+28.9%AddedHolders
Q3 2024506$112.8K<0.1%+71+16.3%AddedHolders
Q2 2024435$94.9K<0.1%+130+42.6%AddedHolders
Q1 2024305$55.9K<0.1%+124+68.5%AddedHolders
Q4 2023181$31.3K<0.1%−13−6.7%ReducedHolders
Q3 2023194$30.0K<0.1%+3+1.6%AddedHolders
Q2 2023191$27.7K<0.1%+14+7.9%AddedHolders
Q1 2023177$25.2K<0.1%−87−33.0%ReducedHolders
Q4 2022264$33.3K<0.1%00.0%UnchangedHolders
Q3 2022264$28.0K<0.1%−471−64.1%ReducedHolders
Q2 2022735$71.0K<0.1%+544+284.8%AddedHolders
Q1 2022191$20.0K<0.1%00.0%UnchangedHolders
Q4 2021191$20.0K<0.1%–No prior filingHolders