Beacon Capital Management LLC (Tennessee)’s Applied Industrial Technologies AIT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$308K	Buy	911 +1	+0.1%	+$307	0.05%	132
2026 Q1	$241K	Buy	910 +2	+0.2%	+$544	0.04%	146
2025 Q4	$233K	Buy	908 +2	+0.2%	+$512	0.04%	139
2025 Q3	$237K	Buy	906 +1	+0.1%	+$262	0.03%	120
2025 Q2	$210K	Buy	905 +2	+0.2%	+$455	0.03%	121
2025 Q1	$203K	Buy	903 +2	+0.2%	+$493	0.03%	121
2024 Q4	$216K	Buy	901 +1	+0.1%	+$249	0.03%	108
2024 Q3	$201K	Hold	900	–	–	0.03%	119
2024 Q2	$175K	Hold	900	–	–	0.03%	113
2024 Q1	$178K	Buy	+900	New	+$164K	0.04%	115

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 $3.38T AUM 44.17% 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

Beacon Capital Management LLC (Tennessee)'s AIT Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Applied Industrial Technologies (AIT) stake by 0.11% in Q2 2026, buying an estimated $307 and bringing the position to 911 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #132.

Beacon Capital Management LLC (Tennessee) first reported a position in AIT in Q1 2024 and has held it in 10 quarters since. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 911 shares of Applied Industrial Technologies worth $308K as of Q2 2026.
Beacon Capital Management LLC (Tennessee) bought 1 Applied Industrial Technologies share in Q2 2026, an estimated $307.
Applied Industrial Technologies made up 0.05% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #132 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in Applied Industrial Technologies in Q1 2024 and has held it in 10 quarters since.
623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.