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OneAscent Investment Solutions’s Applied Industrial Technologies AIT Stock Holding History

OneAscent Investment Solutions’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 		$372K Sell
1,099
-268
-20% -$82.2K 0.35% 68
2026
Q1 		$363K Sell
1,367
-18
-1% -$4.9K 0.36% 77
2025
Q4 		$356K Hold
1,385
– – 0.38% 77
2025
Q3 		$362K Sell
1,385
-312
-18% -$81.9K 0.38% 75
2025
Q2 		$394K Sell
1,697
-323
-16% -$73.5K 0.42% 69
2025
Q1 		$455K Buy
+2,020
New +$498K 0.54% 57

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

OneAscent Investment Solutions's AIT Position: Q2 2026 in Review

OneAscent Investment Solutions reduced its Applied Industrial Technologies (AIT) stake by 20% in Q2 2026, selling an estimated $82.2K and leaving 1,099 shares worth $372K. The position accounts for 0.35% of the portfolio, ranked #68.

OneAscent Investment Solutions first reported a position in AIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $455K in Q1 2025. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • OneAscent Investment Solutions held 1,099 shares of Applied Industrial Technologies worth $372K as of Q2 2026.
  • OneAscent Investment Solutions sold 268 Applied Industrial Technologies shares in Q2 2026, an estimated $82.2K.
  • Applied Industrial Technologies made up 0.35% of OneAscent Investment Solutions's portfolio in Q2 2026, its #68 holding.
  • OneAscent Investment Solutions first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 6 quarters since.
  • OneAscent Investment Solutions's Applied Industrial Technologies position peaked at $455K in Q1 2025.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on OneAscent Investment Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.