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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Capstone Investment Advisors's AIT Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Applied Industrial Technologies (AIT) in Q1 2026: 1,368 shares worth $363K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AIT as recently as Q3 2025.

Capstone Investment Advisors first reported a position in AIT in Q2 2017 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Capstone Investment Advisors held 1,368 shares of Applied Industrial Technologies worth $363K as of Q1 2026.
  • Applied Industrial Technologies was a new Capstone Investment Advisors position in Q1 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1291 holding.
  • Capstone Investment Advisors first reported a position in Applied Industrial Technologies in Q2 2017 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.