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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
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 $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

Dana Investment Advisors's AIT Position: Q1 2026 in Review

Dana Investment Advisors increased its Applied Industrial Technologies (AIT) stake by 1.7% in Q1 2026, buying an estimated $36.5K and bringing the position to 8,246 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #290.

Dana Investment Advisors first reported a position in AIT in Q3 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Dana Investment Advisors held 8,246 shares of Applied Industrial Technologies worth $2.19M as of Q1 2026.
  • Dana Investment Advisors bought 134 Applied Industrial Technologies shares in Q1 2026, an estimated $36.5K.
  • Applied Industrial Technologies made up 0.07% of Dana Investment Advisors's portfolio in Q1 2026, its #290 holding.
  • Dana Investment Advisors first reported a position in Applied Industrial Technologies in Q3 2023 and has held it in 11 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.