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 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

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lido Advisors's AIT Position: Q2 2026 in Review

Lido Advisors opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 1,316 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #1543 among its holdings. This is a return to the name: Lido Advisors previously reported a position in AIT as recently as Q2 2024.

Lido Advisors first reported a position in AIT in Q1 2022 and has held it in 11 quarters since. The position peaked at $505K in Q4 2022. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Lido Advisors held 1,316 shares of Applied Industrial Technologies worth $445K as of Q2 2026.
Applied Industrial Technologies was a new Lido Advisors position in Q2 2026.
Applied Industrial Technologies made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1543 holding.
Lido Advisors first reported a position in Applied Industrial Technologies in Q1 2022 and has held it in 11 quarters since.
Lido Advisors's Applied Industrial Technologies position peaked at $505K in Q4 2022.
620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.