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Claret Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Claret Asset Management’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 		$228K Sell
675
-273
-29% -$83.8K 0.02% 289
2026
Q1 		$252K Hold
948
– – 0.03% 244
2025
Q4 		$243K Sell
948
-2
-0.2% -$512 0.03% 272
2025
Q3 		$248K Buy
+950
New +$249K 0.03% 256

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

Claret Asset Management's AIT Position: Q2 2026 in Review

Claret Asset Management reduced its Applied Industrial Technologies (AIT) stake by 29% in Q2 2026, selling an estimated $83.8K and leaving 675 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #289.

Claret Asset Management first reported a position in AIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $252K in Q1 2026. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Claret Asset Management held 675 shares of Applied Industrial Technologies worth $228K as of Q2 2026.
  • Claret Asset Management sold 273 Applied Industrial Technologies shares in Q2 2026, an estimated $83.8K.
  • Applied Industrial Technologies made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #289 holding.
  • Claret Asset Management first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 4 quarters since.
  • Claret Asset Management's Applied Industrial Technologies position peaked at $252K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.