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Advisors Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Advisors Asset Management’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 		$1.14M Sell
3,358
-3,589
-52% -$1.1M 0.02% 777
2026
Q1 		$1.84M Sell
6,947
-369
-5% -$100K 0.03% 625
2025
Q4 		$1.88M Sell
7,316
-4,152
-36% -$1.06M 0.03% 613
2025
Q3 		$2.99M Sell
11,468
-956
-8% -$251K 0.05% 474
2025
Q2 		$2.89M Buy
12,424
+203
+2% +$46.2K 0.05% 472
2025
Q1 		$2.75M Buy
12,221
+830
+7% +$205K 0.05% 479
2024
Q4 		$2.73M Sell
11,391
-2,313
-17% -$577K 0.05% 484
2024
Q3 		$3.06M Buy
13,704
+1,706
+14% +$348K 0.06% 441
2024
Q2 		$2.33M Buy
11,998
+2,975
+33% +$567K 0.05% 498
2024
Q1 		$1.78M Buy
9,023
+1,922
+27% +$351K 0.03% 589
2023
Q4 		$1.23M Buy
7,101
+3,455
+95% +$560K 0.02% 666
2023
Q3 		$564K Buy
+3,646
New +$547K 0.01% 869
2013
Q4 		– Sell
-8,402
Closed -$433K – 1757
2013
Q3 		$433K Sell
8,402
-2,971
-26% -$150K 0.01% 935
2013
Q2 		$550K Buy
+11,373
New +$518K 0.01% 822

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

Advisors Asset Management's AIT Position: Q2 2026 in Review

Advisors Asset Management reduced its Applied Industrial Technologies (AIT) stake by 52% in Q2 2026, selling an estimated $1.1M and leaving 3,358 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #777.

Advisors Asset Management first reported a position in AIT in Q2 2013 and has held it in 14 quarters since. The position peaked at $3.06M in Q3 2024. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Advisors Asset Management held 3,358 shares of Applied Industrial Technologies worth $1.14M as of Q2 2026.
  • Advisors Asset Management sold 3,589 Applied Industrial Technologies shares in Q2 2026, an estimated $1.1M.
  • Applied Industrial Technologies made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #777 holding.
  • Advisors Asset Management first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 14 quarters since.
  • Advisors Asset Management's Applied Industrial Technologies position peaked at $3.06M in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.