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Caprock Group’s Applied Industrial Technologies AIT Stock Holding History

Caprock Group’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 		$766K Buy
2,266
+1,380
+156% +$423K 0.01% 711
2026
Q1 		$235K Buy
+886
New +$241K 0.01% 1001
2025
Q4 		– Sell
-1,155
Closed -$304K – 1196
2025
Q3 		$304K Buy
+1,155
New +$303K 0.01% 940
2025
Q1 		$442K Sell
1,962
-305
-13% -$75.2K 0.01% 766
2024
Q4 		$543K Buy
2,267
+184
+9% +$45.9K 0.02% 595
2024
Q3 		$465K Sell
2,083
-5
-0.2% -$1.02K 0.02% 591
2024
Q2 		$405K Buy
+2,088
New +$398K 0.02% 603
2024
Q1 		– Sell
-1,294
Closed -$223K – 718
2023
Q4 		$223K Sell
1,294
-323
-20% -$52.3K 0.01% 621
2023
Q3 		$250K Buy
1,617
+139
+9% +$20.8K 0.02% 552
2023
Q2 		$214K Buy
1,478
+2
+0.1% +$267 0.02% 600
2023
Q1 		$210K Buy
+1,476
New +$200K 0.02% 588
2022
Q3 		– Sell
-2,911
Closed -$280K – 571
2022
Q2 		$280K Sell
2,911
-14
-0.5% -$1.41K 0.03% 400
2022
Q1 		$300K Hold
2,925
– – 0.03% 421
2021
Q4 		$300K Hold
2,925
– – 0.02% 425
2021
Q3 		$264K Hold
2,925
– – 0.02% 418
2021
Q2 		$266K Hold
2,925
– – 0.02% 410
2021
Q1 		$267K Sell
2,925
-183
-6% -$15.5K 0.03% 370
2020
Q4 		$242K Buy
+3,108
New +$219K 0.03% 392

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

Caprock Group's AIT Position: Q2 2026 in Review

Caprock Group increased its Applied Industrial Technologies (AIT) stake by 156% in Q2 2026, buying an estimated $423K and bringing the position to 2,266 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #711.

Caprock Group first reported a position in AIT in Q4 2020 and has held it in 18 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Caprock Group held 2,266 shares of Applied Industrial Technologies worth $766K as of Q2 2026.
  • Caprock Group bought 1,380 Applied Industrial Technologies shares in Q2 2026, an estimated $423K.
  • Applied Industrial Technologies made up 0.01% of Caprock Group's portfolio in Q2 2026, its #711 holding.
  • Caprock Group first reported a position in Applied Industrial Technologies in Q4 2020 and has held it in 18 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.