LRI Investments’s Applied Industrial Technologies AIT Stock Holding History

LRI Investments’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	$7.44K	Sell	22 -1	-4%	-$307	﹤0.01%	1045
2026 Q1	$6.1K	Hold	23	–	–	﹤0.01%	1030
2025 Q4	$5.93K	Sell	23 -4	-15%	-$1.02K	﹤0.01%	1011
2025 Q3	$6.93K	Sell	27 -4	-13%	-$1.05K	﹤0.01%	958
2025 Q2	$7.27K	Hold	31	–	–	﹤0.01%	916
2025 Q1	$7.05K	Hold	31	–	–	﹤0.01%	858
2024 Q4	$7.49K	Hold	31	–	–	﹤0.01%	832
2024 Q3	$8.47K	Hold	31	–	–	﹤0.01%	814
2024 Q2	$6.07K	Buy	+31	New	+$5.91K	﹤0.01%	848

Other funds holding AIT

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return