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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
Q3 		– Sell
-6,659
Closed -$2.25M – 478
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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Mutual of America Capital Management
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Tema ETFs
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New York State Teachers Retirement System (NYSTRS)
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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Moran Wealth Management
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Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Oak Thistle LLC's AIT Position: Q3 2026 in Review

Oak Thistle LLC sold out of Applied Industrial Technologies (AIT) in Q3 2026, closing a stake of 6,659 shares — an estimated $2.25M sold.

Oak Thistle LLC first reported a position in AIT in Q3 2025 and held it in 2 quarters. The position peaked at $2.25M in Q2 2026. 127 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Oak Thistle LLC reported no remaining Applied Industrial Technologies position as of Q3 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 6,659 Applied Industrial Technologies shares in Q3 2026, an estimated $2.25M.
  • Oak Thistle LLC first reported a position in Applied Industrial Technologies in Q3 2025 and held it in 2 quarters.
  • Oak Thistle LLC's Applied Industrial Technologies position peaked at $2.25M in Q2 2026.
  • 127 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.