Lido Advisors
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Lido Advisors’s Applied Industrial Technologies AIT Stock Holding History

Lido Advisors’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
Q3 		– Sell
-1,316
Closed -$445K – 2047
2026
Q2 		$445K Buy
+1,316
New +$404K ﹤0.01% 1543
2024
Q3 		– Sell
-1,476
Closed -$286K – 1468
2024
Q2 		$286K Sell
1,476
-94
-6% -$17.9K ﹤0.01% 1151
2024
Q1 		$310K Buy
1,570
+109
+7% +$19.9K ﹤0.01% 1084
2023
Q4 		$252K Sell
1,461
-1,123
-43% -$182K ﹤0.01% 1116
2023
Q3 		$400K Buy
2,584
+244
+10% +$36.6K ﹤0.01% 816
2023
Q2 		$339K Sell
2,340
-923
-28% -$123K ﹤0.01% 870
2023
Q1 		$464K Sell
3,263
-744
-19% -$101K ﹤0.01% 702
2022
Q4 		$505K Buy
4,007
+196
+5% +$24K 0.01% 583
2022
Q3 		$391K Buy
3,811
+261
+7% +$26.8K ﹤0.01% 625
2022
Q2 		$341K Sell
3,550
-317
-8% -$32K ﹤0.01% 674
2022
Q1 		$396K Buy
+3,867
New +$385K ﹤0.01% 686

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Lido Advisors's AIT Position: Q3 2026 in Review

Lido Advisors sold out of Applied Industrial Technologies (AIT) in Q3 2026, closing a stake of 1,316 shares — an estimated $445K sold.

Lido Advisors first reported a position in AIT in Q1 2022 and held it in 11 quarters. The position peaked at $505K in Q4 2022. 517 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Lido Advisors reported no remaining Applied Industrial Technologies position as of Q3 2026 after selling out during the quarter.
  • Lido Advisors sold 1,316 Applied Industrial Technologies shares in Q3 2026, an estimated $445K.
  • Lido Advisors first reported a position in Applied Industrial Technologies in Q1 2022 and held it in 11 quarters.
  • Lido Advisors's Applied Industrial Technologies position peaked at $505K in Q4 2022.
  • 517 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.