Caldwell Investment Management’s Applied Industrial Technologies AIT Stock Holding History

Caldwell Investment 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	$879K	Buy	+2,600	New	+$798K	0.58%	24

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

Caldwell Investment Management's AIT Position: Q2 2026 in Review

Caldwell Investment Management opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 2,600 shares worth $879K. The stake represents 0.58% of the portfolio and ranks #24 among its holdings.

618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Caldwell Investment Management held 2,600 shares of Applied Industrial Technologies worth $879K as of Q2 2026.
Applied Industrial Technologies was a new Caldwell Investment Management position in Q2 2026.
Applied Industrial Technologies made up 0.58% of Caldwell Investment Management's portfolio in Q2 2026, its #24 holding.
618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.