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Oliver Luxxe Assets’s Applied Industrial Technologies AIT Stock Holding History

Oliver Luxxe Assets’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 		$3.26M Sell
9,655
-71
-0.7% -$21.8K 0.48% 70
2026
Q1 		$2.58M Buy
9,726
+2,387
+33% +$650K 0.39% 100
2025
Q4 		$1.88M Buy
7,339
+489
+7% +$125K 0.29% 121
2025
Q3 		$1.79M Buy
6,850
+310
+5% +$81.3K 0.28% 122
2025
Q2 		$1.52M Buy
6,540
+305
+5% +$69.4K 0.27% 119
2025
Q1 		$1.4M Buy
+6,235
New +$1.54M 0.26% 125
2021
Q4 		– Sell
-3,212
Closed -$289K – 197
2021
Q3 		$289K Buy
3,212
+520
+19% +$45.7K 0.08% 172
2021
Q2 		$245K Buy
+2,692
New +$257K 0.07% 179

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

Oliver Luxxe Assets's AIT Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Applied Industrial Technologies (AIT) stake by 0.73% in Q2 2026, selling an estimated $21.8K and leaving 9,655 shares worth $3.26M. The position accounts for 0.48% of the portfolio, ranked #70.

Oliver Luxxe Assets first reported a position in AIT in Q2 2021 and has held it in 8 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Oliver Luxxe Assets held 9,655 shares of Applied Industrial Technologies worth $3.26M as of Q2 2026.
  • Oliver Luxxe Assets sold 71 Applied Industrial Technologies shares in Q2 2026, an estimated $21.8K.
  • Applied Industrial Technologies made up 0.48% of Oliver Luxxe Assets's portfolio in Q2 2026, its #70 holding.
  • Oliver Luxxe Assets first reported a position in Applied Industrial Technologies in Q2 2021 and has held it in 8 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.