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Evergreen Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Evergreen Capital Management’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 		$822K Buy
2,432
+6
+0.2% +$1.84K 0.01% 630
2026
Q1 		$644K Buy
2,426
+103
+4% +$28K 0.01% 651
2025
Q4 		$596K Sell
2,323
-29
-1% -$7.42K 0.01% 647
2025
Q3 		$614K Buy
2,352
+262
+13% +$68.7K 0.01% 568
2025
Q2 		$486K Buy
2,090
+8
+0.4% +$1.82K 0.01% 565
2025
Q1 		$469K Sell
2,082
-6
-0.3% -$1.48K 0.02% 534
2024
Q4 		$500K Buy
2,088
+12
+0.6% +$2.99K 0.02% 509
2024
Q3 		$463K Buy
2,076
+27
+1% +$5.5K 0.02% 536
2024
Q2 		$398K Sell
2,049
-3
-0.1% -$572 0.01% 541
2024
Q1 		$405K Buy
2,052
+94
+5% +$17.2K 0.02% 509
2023
Q4 		$338K Sell
1,958
-96
-5% -$15.5K 0.01% 540
2023
Q3 		$318K Buy
2,054
+95
+5% +$14.2K 0.01% 534
2023
Q2 		$284K Buy
1,959
+109
+6% +$14.5K 0.01% 579
2023
Q1 		$263K Buy
1,850
+239
+15% +$32.4K 0.01% 552
2022
Q4 		$203K Buy
+1,611
New +$198K 0.01% 610

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

Evergreen Capital Management's AIT Position: Q2 2026 in Review

Evergreen Capital Management increased its Applied Industrial Technologies (AIT) stake by 0.25% in Q2 2026, buying an estimated $1.84K and bringing the position to 2,432 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #630.

Evergreen Capital Management first reported a position in AIT in Q4 2022 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Evergreen Capital Management held 2,432 shares of Applied Industrial Technologies worth $822K as of Q2 2026.
  • Evergreen Capital Management bought 6 Applied Industrial Technologies shares in Q2 2026, an estimated $1.84K.
  • Applied Industrial Technologies made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #630 holding.
  • Evergreen Capital Management first reported a position in Applied Industrial Technologies in Q4 2022 and has held it in 15 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.