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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
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 $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

Evergreen Capital Management's AIT Position: Q1 2026 in Review

Evergreen Capital Management increased its Applied Industrial Technologies (AIT) stake by 4.4% in Q1 2026, buying an estimated $28K and bringing the position to 2,426 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #651.

Evergreen Capital Management first reported a position in AIT in Q4 2022 and has held it in 14 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Evergreen Capital Management held 2,426 shares of Applied Industrial Technologies worth $644K as of Q1 2026.
  • Evergreen Capital Management bought 103 Applied Industrial Technologies shares in Q1 2026, an estimated $28K.
  • Applied Industrial Technologies made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #651 holding.
  • Evergreen Capital Management first reported a position in Applied Industrial Technologies in Q4 2022 and has held it in 14 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.