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Concentric Capital Strategies’s Applied Industrial Technologies AIT Stock Holding History

Concentric Capital Strategies’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 		– Sell
-6,935
Closed -$1.78M – 316
2025
Q4 		$1.78M Buy
+6,935
New +$1.77M 0.09% 167
2025
Q2 		– Sell
-3,692
Closed -$832K – 269
2025
Q1 		$832K Buy
+3,692
New +$910K 0.08% 129

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

Concentric Capital Strategies's AIT Position: Q1 2026 in Review

Concentric Capital Strategies sold out of Applied Industrial Technologies (AIT) in Q1 2026, closing a stake of 6,935 shares — an estimated $1.78M sold.

Concentric Capital Strategies first reported a position in AIT in Q1 2025 and held it in 2 quarters. The position peaked at $1.78M in Q4 2025. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Concentric Capital Strategies reported no remaining Applied Industrial Technologies position as of Q1 2026 after selling out during the quarter.
  • Concentric Capital Strategies sold 6,935 Applied Industrial Technologies shares in Q1 2026, an estimated $1.78M.
  • Concentric Capital Strategies first reported a position in Applied Industrial Technologies in Q1 2025 and held it in 2 quarters.
  • Concentric Capital Strategies's Applied Industrial Technologies position peaked at $1.78M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Concentric Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.