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Capital Analysts LLC’s Applied Industrial Technologies AIT Stock Holding History

Capital Analysts LLC’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 		$8K Hold
24
– – ﹤0.01% 1324
2026
Q1 		$6K Hold
24
– – ﹤0.01% 1326
2025
Q4 		$6K Hold
24
– – ﹤0.01% 1309
2025
Q3 		$6K Buy
+24
New +$6.3K ﹤0.01% 1271

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

Capital Analysts LLC's AIT Position: Q2 2026 in Review

Capital Analysts LLC held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 24 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Capital Analysts LLC first reported a position in AIT in Q3 2025 and has held it in 4 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Capital Analysts LLC held 24 shares of Applied Industrial Technologies worth $8K as of Q2 2026.
  • Capital Analysts LLC left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1324 holding.
  • Capital Analysts LLC first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 4 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.