Capstone Investment Advisors
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Capstone Investment Advisors’s Applied Industrial Technologies AIT Stock Holding History

Capstone Investment Advisors’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 		– Sell
-1,368
Closed -$363K – 1653
2026
Q1 		$363K Buy
+1,368
New +$372K ﹤0.01% 1291
2025
Q4 		– Sell
-1,151
Closed -$300K – 1548
2025
Q3 		$300K Buy
+1,151
New +$302K ﹤0.01% 1651
2017
Q3 		– Sell
-3,900
Closed -$230K – 535
2017
Q2 		$230K Buy
+3,900
New +$239K 0.01% 536

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's AIT Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 1,368 shares — an estimated $363K sold.

Capstone Investment Advisors first reported a position in AIT in Q2 2017 and held it in 3 quarters. The position peaked at $363K in Q1 2026. 622 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,368 Applied Industrial Technologies shares in Q2 2026, an estimated $363K.
  • Capstone Investment Advisors first reported a position in Applied Industrial Technologies in Q2 2017 and held it in 3 quarters.
  • Capstone Investment Advisors's Applied Industrial Technologies position peaked at $363K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.