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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
Q2 		$3.21K Buy
9
+1
+13% +$307 ﹤0.01% 837
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 $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 $3.38T AUM 44.17% 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

Montag & Associates's AIT Position: Q2 2026 in Review

Montag & Associates increased its Applied Industrial Technologies (AIT) stake by 13% in Q2 2026, buying an estimated $307 and bringing the position to 9 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Montag & Associates first reported a position in AIT in Q4 2025 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Montag & Associates held 9 shares of Applied Industrial Technologies worth $3.21K as of Q2 2026.
  • Montag & Associates bought 1 Applied Industrial Technologies share in Q2 2026, an estimated $307.
  • Applied Industrial Technologies made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #837 holding.
  • Montag & Associates first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.