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

Dana 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 		$2.68M Sell
7,925
-321
-4% -$98.5K 0.07% 276
2026
Q1 		$2.19M Buy
8,246
+134
+2% +$36.5K 0.07% 290
2025
Q4 		$2.08M Buy
8,112
+289
+4% +$73.9K 0.06% 287
2025
Q3 		$2.04M Buy
7,823
+1
+0% +$262 0.06% 290
2025
Q2 		$1.82M Sell
7,822
-320
-4% -$72.8K 0.06% 295
2025
Q1 		$1.83M Sell
8,142
-969
-11% -$239K 0.07% 292
2024
Q4 		$2.18M Sell
9,111
-551
-6% -$137K 0.07% 276
2024
Q3 		$2.16M Sell
9,662
-277
-3% -$56.5K 0.07% 282
2024
Q2 		$1.93M Buy
9,939
+65
+0.7% +$12.4K 0.07% 285
2024
Q1 		$1.95M Buy
9,874
+851
+9% +$155K 0.06% 292
2023
Q4 		$1.56M Buy
9,023
+139
+2% +$22.5K 0.08% 193
2023
Q3 		$1.37M Buy
+8,884
New +$1.33M 0.07% 195

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

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

Dana Investment Advisors reduced its Applied Industrial Technologies (AIT) stake by 3.9% in Q2 2026, selling an estimated $98.5K and leaving 7,925 shares worth $2.68M. The position accounts for 0.07% of the portfolio, ranked #276.

Dana Investment Advisors first reported a position in AIT in Q3 2023 and has held it in 12 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Dana Investment Advisors held 7,925 shares of Applied Industrial Technologies worth $2.68M as of Q2 2026.
  • Dana Investment Advisors sold 321 Applied Industrial Technologies shares in Q2 2026, an estimated $98.5K.
  • Applied Industrial Technologies made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #276 holding.
  • Dana Investment Advisors first reported a position in Applied Industrial Technologies in Q3 2023 and has held it in 12 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.