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Montag & Associates’s Applied Industrial Technologies AIT Stock Holding History

Montag & Associates’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 		$2.23K Buy
8
+1
+14% +$272 ﹤0.01% 839
2025
Q4 		$1.76K Buy
+7
New +$1.79K ﹤0.01% 875

Other funds holding AIT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Montag & Associates's AIT Position: Q1 2026 in Review

Montag & Associates increased its Applied Industrial Technologies (AIT) stake by 14% in Q1 2026, buying an estimated $272 and bringing the position to 8 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Montag & Associates first reported a position in AIT in Q4 2025 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Montag & Associates held 8 shares of Applied Industrial Technologies worth $2.23K as of Q1 2026.
  • Montag & Associates bought 1 Applied Industrial Technologies share in Q1 2026, an estimated $272.
  • Applied Industrial Technologies made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #839 holding.
  • Montag & Associates first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.