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James Investment Research’s Applied Industrial Technologies AIT Stock Holding History

James Investment Research’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 		$1.25M Buy
3,690
+859
+30% +$264K 0.13% 160
2026
Q1 		$751K Buy
2,831
+1,022
+56% +$278K 0.08% 207
2025
Q4 		$464K Hold
1,809
– – 0.05% 261
2025
Q3 		$472K Buy
1,809
+207
+13% +$54.3K 0.05% 253
2025
Q2 		$372K Hold
1,602
– – 0.04% 248
2025
Q1 		$361K Sell
1,602
-165
-9% -$40.7K 0.05% 241
2024
Q4 		$423K Buy
1,767
+174
+11% +$43.4K 0.05% 231
2024
Q3 		$355K Buy
+1,593
New +$325K 0.04% 260
2018
Q1 		– Sell
-27,300
Closed -$1.86M – 777
2017
Q4 		$1.86M Buy
+27,300
New +$1.74M 0.06% 332

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

James Investment Research's AIT Position: Q2 2026 in Review

James Investment Research increased its Applied Industrial Technologies (AIT) stake by 30% in Q2 2026, buying an estimated $264K and bringing the position to 3,690 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #160.

James Investment Research first reported a position in AIT in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.86M in Q4 2017. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • James Investment Research held 3,690 shares of Applied Industrial Technologies worth $1.25M as of Q2 2026.
  • James Investment Research bought 859 Applied Industrial Technologies shares in Q2 2026, an estimated $264K.
  • Applied Industrial Technologies made up 0.13% of James Investment Research's portfolio in Q2 2026, its #160 holding.
  • James Investment Research first reported a position in Applied Industrial Technologies in Q4 2017 and has held it in 9 quarters since.
  • James Investment Research's Applied Industrial Technologies position peaked at $1.86M in Q4 2017.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.