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

Concurrent 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	$1.11M	Sell	3,282 -188	-5%	-$57.7K	0.01%	959
2026 Q1	$921K	Sell	3,470 -254	-7%	-$69.1K	0.01%	907
2025 Q4	$956K	Buy	3,724 +2,076	+126%	+$531K	0.01%	858
2025 Q3	$430K	Buy	1,648 +146	+10%	+$38.3K	0.01%	978
2025 Q2	$349K	Buy	1,502 +88	+6%	+$20K	0.01%	996
2025 Q1	$319K	Buy	+1,414	New	+$348K	0.01%	898

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Applied Industrial Technologies (AIT) stake by 5.4% in Q2 2026, selling an estimated $57.7K and leaving 3,282 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #959.

Concurrent Investment Advisors first reported a position in AIT in Q1 2025 and has held it in 6 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Concurrent Investment Advisors held 3,282 shares of Applied Industrial Technologies worth $1.11M as of Q2 2026.
Concurrent Investment Advisors sold 188 Applied Industrial Technologies shares in Q2 2026, an estimated $57.7K.
Applied Industrial Technologies made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #959 holding.
Concurrent Investment Advisors first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 6 quarters since.
619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.