Kovitz Investment Group Partners
AIT icon

Kovitz Investment Group Partners’s Applied Industrial Technologies AIT Stock Holding History

Kovitz Investment Group Partners’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 		$1.99M Sell
7,513
-198
-3% -$53.9K 0.05% 226
2025
Q4 		$1.98M Sell
7,711
-1,016
-12% -$260K 0.04% 237
2025
Q3 		$2.28M Buy
+8,727
New +$2.29M 0.01% 631

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's AIT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Applied Industrial Technologies (AIT) stake by 2.6% in Q1 2026, selling an estimated $53.9K and leaving 7,513 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #226.

Kovitz Investment Group Partners first reported a position in AIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.28M in Q3 2025. 583 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Kovitz Investment Group Partners held 7,513 shares of Applied Industrial Technologies worth $1.99M as of Q1 2026.
  • Kovitz Investment Group Partners sold 198 Applied Industrial Technologies shares in Q1 2026, an estimated $53.9K.
  • Applied Industrial Technologies made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #226 holding.
  • Kovitz Investment Group Partners first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 3 quarters since.
  • Kovitz Investment Group Partners's Applied Industrial Technologies position peaked at $2.28M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.