Kovitz Investment Group Partners
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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
Q2 		– Sell
-7,513
Closed -$1.99M – 479
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

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Kovitz Investment Group Partners's AIT Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 7,513 shares — an estimated $1.99M sold.

Kovitz Investment Group Partners first reported a position in AIT in Q3 2025 and held it in 3 quarters. The position peaked at $2.28M in Q3 2025. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Kovitz Investment Group Partners reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,513 Applied Industrial Technologies shares in Q2 2026, an estimated $1.99M.
  • Kovitz Investment Group Partners first reported a position in Applied Industrial Technologies in Q3 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Applied Industrial Technologies position peaked at $2.28M in Q3 2025.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.