Annis Gardner Whiting Capital Advisors’s Applied Industrial Technologies AIT Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-5	Closed	-$1.33K	–	374
2026 Q1	$1.33K	Hold	5	–	–	﹤0.01%	1108
2025 Q4	$1.28K	Hold	5	–	–	﹤0.01%	1019
2025 Q3	$1.31K	Hold	5	–	–	﹤0.01%	942
2025 Q2	$1.16K	Buy	+5	New	+$1.14K	﹤0.01%	1057
2025 Q1	–	Sell	-5	Closed	-$1.2K	–	741
2024 Q4	$1.2K	Hold	5	–	–	﹤0.01%	708
2024 Q3	$1.12K	Hold	5	–	–	﹤0.01%	728
2024 Q2	$970	Hold	5	–	–	﹤0.01%	892
2024 Q1	$988	Buy	5 +2	+67%	+$365	﹤0.01%	879
2023 Q4	$519	Hold	3	–	–	﹤0.01%	684
2023 Q3	$464	Buy	+3	New	+$450	﹤0.01%	665

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AIT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 5 shares — an estimated $1.33K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AIT in Q3 2023 and held it in 10 quarters. The position peaked at $1.33K in Q1 2026. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 5 Applied Industrial Technologies shares in Q2 2026, an estimated $1.33K.
Annis Gardner Whiting Capital Advisors first reported a position in Applied Industrial Technologies in Q3 2023 and held it in 10 quarters.
Annis Gardner Whiting Capital Advisors's Applied Industrial Technologies position peaked at $1.33K in Q1 2026.
618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.