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Oak Associates’s Applied Industrial Technologies AIT Stock Holding History

Oak 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 		$8.11M Hold
23,979
– – 0.45% 42
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

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 $3.37T AUM 44.26% 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

Oak Associates's AIT Position: Q2 2026 in Review

Oak Associates held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 23,979 shares worth $8.11M. The position accounts for 0.45% of the portfolio, ranked #42.

Oak Associates first reported a position in AIT in Q4 2021 and has held it in 19 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Oak Associates held 23,979 shares of Applied Industrial Technologies worth $8.11M as of Q2 2026.
  • Oak Associates left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up 0.45% of Oak Associates's portfolio in Q2 2026, its #42 holding.
  • Oak Associates first reported a position in Applied Industrial Technologies in Q4 2021 and has held it in 19 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.