Mackenzie Financial
AIT icon

Mackenzie Financial’s Applied Industrial Technologies AIT Stock Holding History

Mackenzie Financial’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 		$1.43M Buy
4,226
+1,262
+43% +$387K ﹤0.01% 1126
2026
Q1 		$786K Buy
2,964
+39
+1% +$10.6K ﹤0.01% 1126
2025
Q4 		$762K Sell
2,925
-1,189
-29% -$304K ﹤0.01% 1124
2025
Q3 		$1.07M Buy
4,114
+1,655
+67% +$434K ﹤0.01% 1045
2025
Q2 		$572K Hold
2,459
– – ﹤0.01% 1182
2025
Q1 		$554K Sell
2,459
-930
-27% -$229K ﹤0.01% 1166
2024
Q4 		$812K Buy
3,389
+930
+38% +$232K ﹤0.01% 998
2024
Q3 		$549K Buy
2,459
+80
+3% +$16.3K ﹤0.01% 997
2024
Q2 		$462K Hold
2,379
– – ﹤0.01% 1039
2024
Q1 		$470K Hold
2,379
– – ﹤0.01% 1034
2023
Q4 		$411K Sell
2,379
-150
-6% -$24.3K ﹤0.01% 1056
2023
Q3 		$390K Sell
2,529
-102
-4% -$15.3K ﹤0.01% 1068
2023
Q2 		$382K Sell
2,631
-1,714
-39% -$229K ﹤0.01% 1099
2023
Q1 		$618K Hold
4,345
– – ﹤0.01% 967
2022
Q4 		$548K Buy
4,345
+1,641
+61% +$201K ﹤0.01% 900
2022
Q3 		$278K Sell
2,704
-142
-5% -$14.6K ﹤0.01% 1117
2022
Q2 		$274K Buy
2,846
+493
+21% +$49.8K ﹤0.01% 1130
2022
Q1 		$242K Sell
2,353
-519
-18% -$51.7K ﹤0.01% 1215
2021
Q4 		$295K Sell
2,872
-166
-5% -$16.6K ﹤0.01% 1154
2021
Q3 		$274K Buy
+3,038
New +$267K ﹤0.01% 1172

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mackenzie Financial's AIT Position: Q2 2026 in Review

Mackenzie Financial increased its Applied Industrial Technologies (AIT) stake by 43% in Q2 2026, buying an estimated $387K and bringing the position to 4,226 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Mackenzie Financial first reported a position in AIT in Q3 2021 and has held it in 20 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Mackenzie Financial held 4,226 shares of Applied Industrial Technologies worth $1.43M as of Q2 2026.
  • Mackenzie Financial bought 1,262 Applied Industrial Technologies shares in Q2 2026, an estimated $387K.
  • Applied Industrial Technologies made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1126 holding.
  • Mackenzie Financial first reported a position in Applied Industrial Technologies in Q3 2021 and has held it in 20 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.