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Mount Yale Investment Advisors’s Applied Industrial Technologies AIT Stock Holding History

Mount Yale Investment Advisors’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 		$274K Buy
+1,032
New +$281K 0.01% 935
2025
Q3 		– Sell
-1,903
Closed -$442K – 697
2025
Q2 		$442K Sell
1,903
-154
-7% -$35K 0.03% 369
2025
Q1 		$463K Sell
2,057
-13
-0.6% -$3.2K 0.04% 341
2024
Q4 		$496K Sell
2,070
-55
-3% -$13.7K 0.04% 344
2024
Q3 		$474K Sell
2,125
-43
-2% -$8.77K 0.05% 355
2024
Q2 		$421K Sell
2,168
-24
-1% -$4.58K 0.03% 374
2024
Q1 		$433K Sell
2,192
-18
-0.8% -$3.29K 0.03% 383
2023
Q4 		$382K Sell
2,210
-15
-0.7% -$2.43K 0.04% 371
2023
Q3 		$344K Buy
2,225
+229
+11% +$34.3K 0.04% 365
2023
Q2 		$289K Sell
1,996
-114
-5% -$15.2K 0.03% 401
2023
Q1 		$300K Sell
2,110
-35
-2% -$4.75K 0.03% 377
2022
Q4 		$270K Sell
2,145
-350
-14% -$42.9K 0.03% 374
2022
Q3 		$256K Sell
2,495
-455
-15% -$46.7K 0.03% 369
2022
Q2 		$284K Sell
2,950
-162
-5% -$16.4K 0.04% 367
2022
Q1 		$319K Sell
3,112
-40
-1% -$3.98K 0.03% 350
2021
Q4 		$324K Sell
3,152
-529
-14% -$52.9K 0.03% 356
2021
Q3 		$332K Buy
3,681
+96
+3% +$8.45K 0.04% 335
2021
Q2 		$326K Buy
3,585
+46
+1% +$4.39K 0.04% 307
2021
Q1 		$323K Buy
3,539
+101
+3% +$8.57K 0.04% 298
2020
Q4 		$268K Buy
+3,438
New +$242K 0.04% 319

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

Mount Yale Investment Advisors's AIT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Applied Industrial Technologies (AIT) in Q1 2026: 1,032 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #935 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in AIT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in AIT in Q4 2020 and has held it in 20 quarters since. The position peaked at $496K in Q4 2024. 583 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Mount Yale Investment Advisors held 1,032 shares of Applied Industrial Technologies worth $274K as of Q1 2026.
  • Applied Industrial Technologies was a new Mount Yale Investment Advisors position in Q1 2026.
  • Applied Industrial Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #935 holding.
  • Mount Yale Investment Advisors first reported a position in Applied Industrial Technologies in Q4 2020 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Applied Industrial Technologies position peaked at $496K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.