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Johnson Investment Counsel’s Applied Industrial Technologies AIT Stock Holding History

Johnson Investment Counsel’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 		$3.3M Sell
9,772
-1,600
-14% -$491K 0.02% 231
2026
Q1 		$3.02M Sell
11,372
-1,240
-10% -$338K 0.02% 248
2025
Q4 		$3.24M Hold
12,612
– – 0.03% 217
2025
Q3 		$13K Buy
12,612
+30
+0.2% +$7.87K ﹤0.01% 824
2025
Q2 		$2.92M Buy
12,582
+120
+1% +$27.3K 0.03% 229
2025
Q1 		$2.81M Sell
12,462
-13
-0.1% -$3.2K 0.03% 230
2024
Q4 		$2.99M Sell
12,475
-4,375
-26% -$1.09M 0.03% 221
2024
Q3 		$3.76M Buy
16,850
+55
+0.3% +$11.2K 0.04% 192
2024
Q2 		$3.26M Sell
16,795
-35
-0.2% -$6.67K 0.03% 199
2024
Q1 		$3.32M Buy
16,830
+250
+2% +$45.7K 0.04% 199
2023
Q4 		$2.86M Sell
16,580
-194
-1% -$31.4K 0.03% 205
2023
Q3 		$2.59M Sell
16,774
-2,522
-13% -$378K 0.03% 202
2023
Q2 		$2.79M Buy
19,296
+206
+1% +$27.5K 0.03% 194
2023
Q1 		$2.71M Sell
19,090
-2,700
-12% -$366K 0.04% 196
2022
Q4 		$2.75M Sell
21,790
-4,450
-17% -$546K 0.04% 193
2022
Q3 		$2.7M Hold
26,240
– – 0.04% 184
2022
Q2 		$2.52M Sell
26,240
-50
-0.2% -$5.05K 0.04% 193
2022
Q1 		$2.7M Hold
26,290
– – 0.03% 199
2021
Q4 		$2.7M Sell
26,290
-580
-2% -$58.1K 0.03% 193
2021
Q3 		$2.42M Buy
26,870
+8,150
+44% +$717K 0.03% 199
2021
Q2 		$1.71M Hold
18,720
– – 0.02% 242
2021
Q1 		$1.71M Buy
18,720
+180
+1% +$15.3K 0.03% 241
2020
Q4 		$1.45M Sell
18,540
-309
-2% -$21.7K 0.02% 237
2020
Q3 		$1.04M Buy
+18,849
New +$1.15M 0.02% 277

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

Johnson Investment Counsel's AIT Position: Q2 2026 in Review

Johnson Investment Counsel reduced its Applied Industrial Technologies (AIT) stake by 14% in Q2 2026, selling an estimated $491K and leaving 9,772 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #231.

Johnson Investment Counsel first reported a position in AIT in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.76M in Q3 2024. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Johnson Investment Counsel held 9,772 shares of Applied Industrial Technologies worth $3.3M as of Q2 2026.
  • Johnson Investment Counsel sold 1,600 Applied Industrial Technologies shares in Q2 2026, an estimated $491K.
  • Applied Industrial Technologies made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #231 holding.
  • Johnson Investment Counsel first reported a position in Applied Industrial Technologies in Q3 2020 and has held it in 24 quarters since.
  • Johnson Investment Counsel's Applied Industrial Technologies position peaked at $3.76M in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.