Marshall Wace’s Applied Industrial Technologies AIT Stock Holding History

Marshall Wace’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 Q1	$800K	Buy	+3,014	New	+$820K	﹤0.01%	2234
2025 Q4	–	Sell	-1,032	Closed	-$269K	–	2919
2025 Q3	$269K	Buy	+1,032	New	+$271K	﹤0.01%	2471
2025 Q1	–	Sell	-20,147	Closed	-$4.82M	–	2594
2024 Q4	$4.82M	Buy	+20,147	New	+$5.02M	0.01%	1075
2022 Q2	–	Sell	-13,029	Closed	-$1.34M	–	3375
2022 Q1	$1.34M	Buy	+13,029	New	+$1.3M	﹤0.01%	2309
2020 Q4	–	Sell	-49,012	Closed	-$2.7M	–	1842
2020 Q3	$2.7M	Buy	+49,012	New	+$2.99M	0.02%	717
2020 Q1	–	Sell	-174,666	Closed	-$11.6M	–	1596
2019 Q4	$11.6M	Sell	174,666 -10,910	-6%	-$669K	0.08%	292
2019 Q3	$10.5M	Buy	+185,576	New	+$10.4M	0.08%	277
2014 Q3	–	Sell	-5,900	Closed	-$299K	–	859
2014 Q2	$299K	Buy	+5,900	New	+$285K	﹤0.01%	764

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Marshall Wace's AIT Position: Q1 2026 in Review

Marshall Wace opened a new position in Applied Industrial Technologies (AIT) in Q1 2026: 3,014 shares worth $800K. The stake represents ﹤0.01% of the portfolio and ranks #2234 among its holdings. This is a return to the name: Marshall Wace previously reported a position in AIT as recently as Q3 2025.

Marshall Wace first reported a position in AIT in Q2 2014 and has held it in 8 quarters since. The position peaked at $11.6M in Q4 2019. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Marshall Wace held 3,014 shares of Applied Industrial Technologies worth $800K as of Q1 2026.
Applied Industrial Technologies was a new Marshall Wace position in Q1 2026.
Applied Industrial Technologies made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2234 holding.
Marshall Wace first reported a position in Applied Industrial Technologies in Q2 2014 and has held it in 8 quarters since.
Marshall Wace's Applied Industrial Technologies position peaked at $11.6M in Q4 2019.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.