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

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

LRI Investments's AIT Position: Q2 2026 in Review

LRI Investments reduced its Applied Industrial Technologies (AIT) stake by 4.3% in Q2 2026, selling an estimated $307 and leaving 22 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

LRI Investments first reported a position in AIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.47K in Q3 2024. 622 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

LRI Investments held 22 shares of Applied Industrial Technologies worth $7.44K as of Q2 2026.
LRI Investments sold 1 Applied Industrial Technologies share in Q2 2026, an estimated $307.
Applied Industrial Technologies made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1045 holding.
LRI Investments first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Applied Industrial Technologies position peaked at $8.47K in Q3 2024.
622 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.