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Fiduciary Management Inc’s Applied Industrial Technologies AIT Stock Holding History

Fiduciary Management Inc’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 		$54.6M Sell
205,928
-10,221
-5% -$2.78M 0.68% 53
2025
Q4 		$55.5M Sell
216,149
-17,656
-8% -$4.52M 0.61% 55
2025
Q3 		$61M Sell
233,805
-991
-0.4% -$260K 0.62% 55
2025
Q2 		$54.6M Sell
234,796
-1,727
-0.7% -$393K 0.52% 58
2025
Q1 		$53.3M Sell
236,523
-6,917
-3% -$1.7M 0.51% 56
2024
Q4 		$58.3M Sell
243,440
-287,130
-54% -$71.6M 0.54% 61
2024
Q3 		$118M Sell
530,570
-597
-0.1% -$122K 1.04% 47
2024
Q2 		$103M Buy
531,167
+3,742
+0.7% +$714K 0.96% 51
2024
Q1 		$104M Buy
527,425
+8,201
+2% +$1.5M 0.93% 52
2023
Q4 		$89.7M Buy
519,224
+15,928
+3% +$2.58M 0.84% 54
2023
Q3 		$77.8M Sell
503,296
-140,539
-22% -$21.1M 0.79% 50
2023
Q2 		$93.2M Buy
643,835
+42,236
+7% +$5.63M 0.94% 47
2023
Q1 		$85.5M Sell
601,599
-20,970
-3% -$2.84M 0.86% 47
2022
Q4 		$78.5M Sell
622,569
-11,613
-2% -$1.42M 0.79% 47
2022
Q3 		$65.2M Sell
634,182
-614
-0.1% -$63K 0.69% 51
2022
Q2 		$61M Sell
634,796
-6,129
-1% -$619K 0.58% 54
2022
Q1 		$65.8M Buy
640,925
+10,957
+2% +$1.09M 0.53% 53
2021
Q4 		$64.7M Sell
629,968
-21,116
-3% -$2.11M 0.48% 51
2021
Q3 		$58.7M Buy
651,084
+14,280
+2% +$1.26M 0.44% 50
2021
Q2 		$58M Sell
636,804
-13,648
-2% -$1.3M 0.43% 56
2021
Q1 		$59.3M Sell
650,452
-83,710
-11% -$7.1M 0.44% 55
2020
Q4 		$57.3M Buy
734,162
+109,338
+17% +$7.69M 0.43% 56
2020
Q3 		$34.4M Sell
624,824
-42,247
-6% -$2.58M 0.28% 60
2020
Q2 		$41.6M Sell
667,071
-26,838
-4% -$1.46M 0.35% 57
2020
Q1 		$31.7M Buy
+693,909
New +$41M 0.28% 60
2018
Q2 		– Sell
-483,095
Closed -$35.2M – 66
2018
Q1 		$35.2M Sell
483,095
-212,994
-31% -$15.3M 0.22% 62
2017
Q4 		$47.4M Sell
696,089
-30,679
-4% -$1.95M 0.29% 56
2017
Q3 		$47.8M Sell
726,768
-4,255
-0.6% -$247K 0.28% 58
2017
Q2 		$43.2M Sell
731,023
-6,181
-0.8% -$379K 0.26% 60
2017
Q1 		$45.6M Sell
737,204
-778,100
-51% -$48M 0.26% 58
2016
Q4 		$90M Buy
1,515,304
+39,004
+3% +$2.12M 0.55% 42
2016
Q3 		$69M Sell
1,476,300
-36,325
-2% -$1.7M 0.43% 44
2016
Q2 		$68.3M Sell
1,512,625
-107,825
-7% -$4.83M 0.42% 42
2016
Q1 		$70.3M Sell
1,620,450
-133,729
-8% -$5.27M 0.41% 45
2015
Q4 		$71M Sell
1,754,179
-41,227
-2% -$1.68M 0.4% 41
2015
Q3 		$68.5M Buy
1,795,406
+607,345
+51% +$24M 0.38% 42
2015
Q2 		$47.1M Buy
+1,188,061
New +$50.4M 0.25% 61

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

Fiduciary Management Inc's AIT Position: Q1 2026 in Review

Fiduciary Management Inc reduced its Applied Industrial Technologies (AIT) stake by 4.7% in Q1 2026, selling an estimated $2.78M and leaving 205,928 shares worth $54.6M. The position accounts for 0.68% of the portfolio, ranked #53.

Fiduciary Management Inc first reported a position in AIT in Q2 2015 and has held it in 37 quarters since. The position peaked at $118M in Q3 2024. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Fiduciary Management Inc held 205,928 shares of Applied Industrial Technologies worth $54.6M as of Q1 2026.
  • Fiduciary Management Inc sold 10,221 Applied Industrial Technologies shares in Q1 2026, an estimated $2.78M.
  • Applied Industrial Technologies made up 0.68% of Fiduciary Management Inc's portfolio in Q1 2026, its #53 holding.
  • Fiduciary Management Inc first reported a position in Applied Industrial Technologies in Q2 2015 and has held it in 37 quarters since.
  • Fiduciary Management Inc's Applied Industrial Technologies position peaked at $118M in Q3 2024.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

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