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Oak Ridge Investments’s Applied Industrial Technologies AIT Stock Holding History

Oak Ridge Investments’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 		$5.01M Buy
14,803
+263
+2% +$80.7K 0.28% 60
2026
Q1 		$3.86M Buy
14,540
+141
+1% +$38.4K 0.26% 55
2025
Q4 		$3.7M Sell
14,399
-306
-2% -$78.3K 0.22% 60
2025
Q3 		$3.84M Sell
14,705
-229
-2% -$60.1K 0.25% 57
2025
Q2 		$3.47M Sell
14,934
-591
-4% -$134K 0.25% 60
2025
Q1 		$3.5M Sell
15,525
-94
-0.6% -$23.2K 0.29% 58
2024
Q4 		$3.74M Sell
15,619
-387
-2% -$96.5K 0.29% 62
2024
Q3 		$3.57M Sell
16,006
-487
-3% -$99.3K 0.31% 64
2024
Q2 		$3.2M Sell
16,493
-1,864
-10% -$355K 0.3% 74
2024
Q1 		$3.63M Sell
18,357
-760
-4% -$139K 0.37% 75
2023
Q4 		$3.3M Sell
19,117
-1,241
-6% -$201K 0.38% 79
2023
Q3 		$3.15M Buy
+20,358
New +$3.05M 0.4% 68

Other funds holding AIT

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oak Ridge Investments's AIT Position: Q2 2026 in Review

Oak Ridge Investments increased its Applied Industrial Technologies (AIT) stake by 1.8% in Q2 2026, buying an estimated $80.7K and bringing the position to 14,803 shares worth $5.01M. The position accounts for 0.28% of the portfolio, ranked #60.

Oak Ridge Investments first reported a position in AIT in Q3 2023 and has held it in 12 quarters since. 119 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Oak Ridge Investments held 14,803 shares of Applied Industrial Technologies worth $5.01M as of Q2 2026.
  • Oak Ridge Investments bought 263 Applied Industrial Technologies shares in Q2 2026, an estimated $80.7K.
  • Applied Industrial Technologies made up 0.28% of Oak Ridge Investments's portfolio in Q2 2026, its #60 holding.
  • Oak Ridge Investments first reported a position in Applied Industrial Technologies in Q3 2023 and has held it in 12 quarters since.
  • 119 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.