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Cape Investment Advisory’s Applied Industrial Technologies AIT Stock Holding History

Cape Investment Advisory’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 		$4.4K Buy
+13
New +$3.99K ﹤0.01% 1067
2026
Q1 		– Sell
-13
Closed -$3.34K – 254
2025
Q4 		$3.34K Hold
13
– – ﹤0.01% 1001
2025
Q3 		$3.39K Hold
13
– – ﹤0.01% 593
2025
Q2 		$3.02K Buy
+13
New +$2.96K ﹤0.01% 862

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

Cape Investment Advisory's AIT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 13 shares worth $4.4K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AIT as recently as Q4 2025.

Cape Investment Advisory first reported a position in AIT in Q2 2025 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Cape Investment Advisory held 13 shares of Applied Industrial Technologies worth $4.4K as of Q2 2026.
  • Applied Industrial Technologies was a new Cape Investment Advisory position in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1067 holding.
  • Cape Investment Advisory first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 4 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.