Diversified Trust’s Applied Industrial Technologies AIT Stock Holding History

Diversified Trust’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	$2.08M	Buy	6,142 +1,112	+22%	+$341K	0.03%	261
2026 Q1	$1.33M	Buy	+5,030	New	+$1.37M	0.02%	363
2024 Q1	–	Sell	-2,964	Closed	-$512K	–	836
2023 Q4	$512K	Buy	2,964 +1,172	+65%	+$190K	0.02%	496
2023 Q3	$277K	Buy	1,792 +30	+2%	+$4.5K	0.01%	646
2023 Q2	$255K	Buy	1,762 +62	+4%	+$8.27K	0.01%	689
2023 Q1	$242K	Sell	1,700 -19	-1%	-$2.58K	0.01%	707
2022 Q4	$217K	Buy	+1,719	New	+$211K	0.01%	707

Other funds holding AIT

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

LCM

Liberty Capital Management Birmingham, Michigan $582M AUM

WCM

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

FIM

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

AIM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust's AIT Position: Q2 2026 in Review

Diversified Trust increased its Applied Industrial Technologies (AIT) stake by 22% in Q2 2026, buying an estimated $341K and bringing the position to 6,142 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #261.

Diversified Trust first reported a position in AIT in Q4 2022 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Diversified Trust held 6,142 shares of Applied Industrial Technologies worth $2.08M as of Q2 2026.
Diversified Trust bought 1,112 Applied Industrial Technologies shares in Q2 2026, an estimated $341K.
Applied Industrial Technologies made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #261 holding.
Diversified Trust first reported a position in Applied Industrial Technologies in Q4 2022 and has held it in 7 quarters since.
65 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.