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Harbor Investment Advisory’s Applied Industrial Technologies AIT Stock Holding History

Harbor Investment Advisory’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 		$96K Buy
+284
New +$87.1K 0.01% 570
2026
Q1 		– Sell
-321
Closed -$82.4K – 1234
2025
Q4 		$82.4K Hold
321
– – 0.01% 552
2025
Q3 		$83.8K Hold
321
– – 0.01% 538
2025
Q2 		$74.6K Buy
321
+161
+101% +$36.6K 0.01% 552
2025
Q1 		$36.1K Buy
160
+79
+98% +$19.5K ﹤0.01% 674
2024
Q4 		$19.4K Buy
+81
New +$20.2K ﹤0.01% 755
2024
Q2 		– Sell
-11
Closed -$2.17K – 1306
2024
Q1 		$2.17K Buy
+11
New +$2.01K ﹤0.01% 1087
2023
Q3 		– Sell
-780
Closed -$113K – 1191
2023
Q2 		$113K Hold
780
– – 0.02% 466
2023
Q1 		$111K Buy
780
+32
+4% +$4.34K 0.02% 471
2022
Q4 		$94.3K Hold
748
– – 0.01% 505
2022
Q3 		$77K Hold
748
– – 0.01% 536
2022
Q2 		$72K Hold
748
– – 0.01% 585
2022
Q1 		$77K Hold
748
– – 0.01% 612
2021
Q4 		$77K Hold
748
– – 0.01% 616
2021
Q3 		$67K Hold
748
– – 0.01% 642
2021
Q2 		$68K Hold
748
– – 0.01% 616
2021
Q1 		$68K Hold
748
– – 0.01% 585
2020
Q4 		$58K Buy
748
+217
+41% +$15.3K 0.01% 593
2020
Q3 		$29K Buy
531
+192
+57% +$11.7K 0.01% 643
2020
Q2 		$21K Buy
339
+37
+12% +$2.02K ﹤0.01% 613
2020
Q1 		$14K Buy
+302
New +$17.9K ﹤0.01% 649

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 $3.38T AUM 44.17% 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

Harbor Investment Advisory's AIT Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 284 shares worth $96K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in AIT as recently as Q4 2025.

Harbor Investment Advisory first reported a position in AIT in Q1 2020 and has held it in 21 quarters since. The position peaked at $113K in Q2 2023. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Harbor Investment Advisory held 284 shares of Applied Industrial Technologies worth $96K as of Q2 2026.
  • Applied Industrial Technologies was a new Harbor Investment Advisory position in Q2 2026.
  • Applied Industrial Technologies made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #570 holding.
  • Harbor Investment Advisory first reported a position in Applied Industrial Technologies in Q1 2020 and has held it in 21 quarters since.
  • Harbor Investment Advisory's Applied Industrial Technologies position peaked at $113K in Q2 2023.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.