CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History

CAPTRUST Financial 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 		$1.91M Buy
7,204
+4,089
+131% +$1.11M ﹤0.01% 1246
2025
Q4 		$800K Buy
3,115
+444
+17% +$114K ﹤0.01% 1631
2025
Q3 		$697K Buy
2,671
+699
+35% +$183K ﹤0.01% 1625
2025
Q2 		$458K Buy
1,972
+831
+73% +$189K ﹤0.01% 1786
2025
Q1 		$257K Buy
1,141
+170
+18% +$41.9K ﹤0.01% 2026
2024
Q4 		$233K Sell
971
-46
-5% -$11.5K ﹤0.01% 2061
2024
Q3 		$227K Buy
+1,017
New +$207K ﹤0.01% 2056
2024
Q1 		– Sell
-5,333
Closed -$921K – 2151
2023
Q4 		$921K Sell
5,333
-364
-6% -$59K ﹤0.01% 1323
2023
Q3 		$881K Sell
5,697
-1,207
-17% -$181K ﹤0.01% 1282
2023
Q2 		$1,000K Buy
6,904
+287
+4% +$38.3K ﹤0.01% 1209
2023
Q1 		$940K Buy
6,617
+29
+0.4% +$3.93K ﹤0.01% 1075
2022
Q4 		$830K Sell
6,588
-613
-9% -$75.2K ﹤0.01% 1071
2022
Q3 		$740K Buy
7,201
+3,797
+112% +$390K ﹤0.01% 1069
2022
Q2 		$327K Buy
3,404
+97
+3% +$9.79K ﹤0.01% 1371
2022
Q1 		$339K Buy
3,307
+1,034
+45% +$103K ﹤0.01% 1367
2021
Q4 		$233K Sell
2,273
-672
-23% -$67.3K ﹤0.01% 1530
2021
Q3 		$265K Buy
2,945
+46
+2% +$4.05K ﹤0.01% 1367
2021
Q2 		$264K Sell
2,899
-58
-2% -$5.54K ﹤0.01% 1343
2021
Q1 		$270K Buy
2,957
+2,877
+3,596% +$244K ﹤0.01% 1290
2020
Q4 		$6K Buy
80
+30
+60% +$2.11K ﹤0.01% 2751
2020
Q3 		$3K Buy
+50
New +$3.05K ﹤0.01% 2634

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

CAPTRUST Financial Advisors's AIT Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Applied Industrial Technologies (AIT) stake by 131% in Q1 2026, buying an estimated $1.11M and bringing the position to 7,204 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

CAPTRUST Financial Advisors first reported a position in AIT in Q3 2020 and has held it in 21 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • CAPTRUST Financial Advisors held 7,204 shares of Applied Industrial Technologies worth $1.91M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 4,089 Applied Industrial Technologies shares in Q1 2026, an estimated $1.11M.
  • Applied Industrial Technologies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1246 holding.
  • CAPTRUST Financial Advisors first reported a position in Applied Industrial Technologies in Q3 2020 and has held it in 21 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

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