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Baker Avenue Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Baker Avenue 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 		$347K Buy
1,025
+142
+16% +$43.6K 0.01% 637
2026
Q1 		$234K Buy
+883
New +$240K 0.01% 687
2023
Q4 		– Sell
-6
Closed -$928 – 398
2023
Q3 		$928 Hold
6
– – ﹤0.01% 1297
2023
Q2 		$869 Hold
6
– – ﹤0.01% 1227
2023
Q1 		$853 Hold
6
– – ﹤0.01% 1242
2022
Q4 		$756 Buy
+6
New +$736 ﹤0.01% 1194

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BlackRock
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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

Baker Avenue Asset Management's AIT Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Applied Industrial Technologies (AIT) stake by 16% in Q2 2026, buying an estimated $43.6K and bringing the position to 1,025 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #637.

Baker Avenue Asset Management first reported a position in AIT in Q4 2022 and has held it in 6 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Baker Avenue Asset Management held 1,025 shares of Applied Industrial Technologies worth $347K as of Q2 2026.
  • Baker Avenue Asset Management bought 142 Applied Industrial Technologies shares in Q2 2026, an estimated $43.6K.
  • Applied Industrial Technologies made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #637 holding.
  • Baker Avenue Asset Management first reported a position in Applied Industrial Technologies in Q4 2022 and has held it in 6 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.