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Oak Thistle LLC’s Applied Industrial Technologies AIT Stock Holding History

Oak Thistle LLC’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 		$2.25M Buy
+6,659
New +$2.04M 0.22% 183
2025
Q4 		– Sell
-1,877
Closed -$490K – 489
2025
Q3 		$490K Buy
+1,877
New +$492K 0.07% 375

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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 Thistle LLC's AIT Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 6,659 shares worth $2.25M. The stake represents 0.22% of the portfolio and ranks #183 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in AIT as recently as Q3 2025.

Oak Thistle LLC first reported a position in AIT in Q3 2025 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Oak Thistle LLC held 6,659 shares of Applied Industrial Technologies worth $2.25M as of Q2 2026.
  • Applied Industrial Technologies was a new Oak Thistle LLC position in Q2 2026.
  • Applied Industrial Technologies made up 0.22% of Oak Thistle LLC's portfolio in Q2 2026, its #183 holding.
  • Oak Thistle LLC first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

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