Oak Associates’s Applied Industrial Technologies AIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.36M	Sell	23,979 -465	-2%	-$127K	0.43%	50
2025 Q4	$6.28M	Sell	24,444 -180	-0.7%	-$46.1K	0.38%	45
2025 Q3	$6.43M	Sell	24,624 -73	-0.3%	-$19.2K	0.39%	45
2025 Q2	$5.74M	Sell	24,697 -3,850	-13%	-$876K	0.38%	47
2025 Q1	$6.43M	Sell	28,547 -1,050	-4%	-$259K	0.48%	43
2024 Q4	$7.09M	Buy	29,597 +4,475	+18%	+$1.12M	0.49%	42
2024 Q3	$5.61M	Sell	25,122 -250	-1%	-$51K	0.38%	46
2024 Q2	$4.92M	Hold	25,372	–	–	0.33%	47
2024 Q1	$5.01M	Hold	25,372	–	–	0.35%	48
2023 Q4	$4.38M	Buy	25,372 +2,631	+12%	+$426K	0.33%	51
2023 Q3	$3.52M	Buy	22,741 +1,936	+9%	+$290K	0.29%	54
2023 Q2	$3.01M	Sell	20,805 -988	-5%	-$132K	0.24%	58
2023 Q1	$3.1M	Hold	21,793	–	–	0.25%	59
2022 Q4	$2.75M	Buy	21,793 +2,918	+15%	+$358K	0.23%	67
2022 Q3	$1.94M	Hold	18,875	–	–	0.16%	74
2022 Q2	$1.81M	Hold	18,875	–	–	0.14%	79
2022 Q1	$1.94M	Hold	18,875	–	–	0.12%	85
2021 Q4	$1.94M	Buy	+18,875	New	+$1.89M	0.1%	87