CoreCap Advisors’s Applied Industrial Technologies AIT Stock Holding History

CoreCap 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	$3.04K	Sell	9 -11	-55%	-$3.38K	﹤0.01%	2419
2026 Q1	$5.31K	Hold	20	–	–	﹤0.01%	2159
2025 Q4	$5.13K	Buy	20 +6	+43%	+$1.53K	﹤0.01%	2193
2025 Q3	$3.65K	Hold	14	–	–	﹤0.01%	2250
2025 Q2	$3.25K	Hold	14	–	–	﹤0.01%	2220
2025 Q1	$3.15K	Hold	14	–	–	﹤0.01%	2223
2024 Q4	$3.35K	Hold	14	–	–	﹤0.01%	2078
2024 Q3	$3.12K	Hold	14	–	–	﹤0.01%	2093
2024 Q2	$2.72K	Buy	+14	New	+$2.67K	﹤0.01%	1266
2022 Q4	$252	Buy	+2	New	+$245	﹤0.01%	2250
2022 Q3	–	Sell	-2	Closed	–	–	579
2022 Q2	$0	Buy	+2	New	+$202	﹤0.01%	2116

Other funds holding AIT

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return