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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
Q2 		$379K Buy
1,120
+88
+9% +$27K 0.01% 890
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 $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

Mount Yale Investment Advisors's AIT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Applied Industrial Technologies (AIT) stake by 8.5% in Q2 2026, buying an estimated $27K and bringing the position to 1,120 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #890.

Mount Yale Investment Advisors first reported a position in AIT in Q4 2020 and has held it in 21 quarters since. The position peaked at $496K in Q4 2024. 622 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Mount Yale Investment Advisors held 1,120 shares of Applied Industrial Technologies worth $379K as of Q2 2026.
  • Mount Yale Investment Advisors bought 88 Applied Industrial Technologies shares in Q2 2026, an estimated $27K.
  • Applied Industrial Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #890 holding.
  • Mount Yale Investment Advisors first reported a position in Applied Industrial Technologies in Q4 2020 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Applied Industrial Technologies position peaked at $496K in Q4 2024.
  • 622 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.