O'Shaughnessy Asset Management’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.78M | Buy |
28,911
+916
| +3% | +$281K | 0.05% | 394 |
|
|
2026
Q1 | $7.43M | Buy |
27,995
+300
| +1% | +$81.7K | 0.04% | 431 |
|
|
2025
Q4 | $7.11M | Sell |
27,695
-1,880
| -6% | -$481K | 0.04% | 421 |
|
|
2025
Q3 | $7.72M | Sell |
29,575
-2,059
| -7% | -$540K | 0.05% | 393 |
|
|
2025
Q2 | $7.35M | Buy |
31,634
+1,328
| +4% | +$302K | 0.05% | 378 |
|
|
2025
Q1 | $6.83M | Buy |
30,306
+493
| +2% | +$121K | 0.05% | 355 |
|
|
2024
Q4 | $7.14M | Buy |
29,813
+872
| +3% | +$217K | 0.06% | 326 |
|
|
2024
Q3 | $6.59M | Buy |
28,941
+1,036
| +4% | +$211K | 0.06% | 335 |
|
|
2024
Q2 | $5.41M | Sell |
27,905
-305
| -1% | -$58.2K | 0.06% | 347 |
|
|
2024
Q1 | $5.57M | Sell |
28,210
-733
| -3% | -$134K | 0.06% | 336 |
|
|
2023
Q4 | $5M | Sell |
28,943
-1,198
| -4% | -$194K | 0.07% | 310 |
|
|
2023
Q3 | $4.66M | Buy |
30,141
+28
| +0.1% | +$4.2K | 0.07% | 298 |
|
|
2023
Q2 | $4.36M | Sell |
30,113
-3,603
| -11% | -$481K | 0.06% | 298 |
|
|
2023
Q1 | $4.79M | Buy |
33,716
+11,825
| +54% | +$1.6M | 0.08% | 285 |
|
|
2022
Q4 | $2.76M | Buy |
21,891
+9,203
| +73% | +$1.13M | 0.05% | 363 |
|
|
2022
Q3 | $1.3M | Buy |
12,688
+9,855
| +348% | +$1.01M | 0.02% | 490 |
|
|
2022
Q2 | $272K | Buy |
2,833
+289
| +11% | +$29.2K | 0.01% | 912 |
|
|
2022
Q1 | $261K | Buy |
+2,544
| New | +$253K | ﹤0.01% | 953 |
|
|
2021
Q4 | – | Sell |
-1,197
| Closed | -$108K | – | 1282 |
|
|
2021
Q3 | $108K | Buy |
1,197
+42
| +4% | +$3.69K | ﹤0.01% | 1339 |
|
|
2021
Q2 | $105K | Buy |
1,155
+982
| +568% | +$93.7K | ﹤0.01% | 1285 |
|
|
2021
Q1 | $16K | Sell |
173
-32
| -16% | -$2.71K | ﹤0.01% | 1679 |
|
|
2020
Q4 | $16K | Buy |
205
+21
| +11% | +$1.48K | ﹤0.01% | 1450 |
|
|
2020
Q3 | $10K | Buy |
184
+156
| +557% | +$9.52K | ﹤0.01% | 1353 |
|
|
2020
Q2 | $2K | Buy |
28
+21
| +300% | +$1.15K | ﹤0.01% | 1475 |
|
|
2020
Q1 | $0 | Sell |
7
-1
| -13% | -$59 | ﹤0.01% | 1290 |
|
|
2019
Q4 | $1K | Buy |
+8
| New | +$491 | ﹤0.01% | 1710 |
|
|
2018
Q4 | – | Sell |
-259
| Closed | -$20K | – | 918 |
|
|
2018
Q3 | $20K | Sell |
259
-15
| -5% | -$1.14K | ﹤0.01% | 762 |
|
|
2018
Q2 | $19K | Buy |
274
+240
| +706% | +$17K | ﹤0.01% | 761 |
|
|
2018
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 846 |
|
|
2017
Q4 | $2K | Buy |
+34
| New | +$2.16K | ﹤0.01% | 862 |
|
|
2017
Q2 | – | Sell |
-2,689
| Closed | -$166K | – | 875 |
|
|
2017
Q1 | $166K | Sell |
2,689
-1,411
| -34% | -$87.1K | ﹤0.01% | 550 |
|
|
2016
Q4 | $244K | Sell |
4,100
-344
| -8% | -$18.7K | 0.01% | 496 |
|
|
2016
Q3 | $208K | Buy |
4,444
+409
| +10% | +$19.1K | ﹤0.01% | 487 |
|
|
2016
Q2 | $182K | Buy |
4,035
+3,155
| +359% | +$141K | ﹤0.01% | 502 |
|
|
2016
Q1 | $39K | Buy |
880
+641
| +268% | +$25.3K | ﹤0.01% | 612 |
|
|
2015
Q4 | $10K | Buy |
+239
| New | +$9.75K | ﹤0.01% | 727 |
|
Other funds holding AIT
O'Shaughnessy Asset Management's AIT Position: Q2 2026 in Review
O'Shaughnessy Asset Management increased its Applied Industrial Technologies (AIT) stake by 3.3% in Q2 2026, buying an estimated $281K and bringing the position to 28,911 shares worth $9.78M. The position accounts for 0.05% of the portfolio, ranked #394.
O'Shaughnessy Asset Management first reported a position in AIT in Q4 2015 and has held it in 36 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.
- O'Shaughnessy Asset Management held 28,911 shares of Applied Industrial Technologies worth $9.78M as of Q2 2026.
- O'Shaughnessy Asset Management bought 916 Applied Industrial Technologies shares in Q2 2026, an estimated $281K.
- Applied Industrial Technologies made up 0.05% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #394 holding.
- O'Shaughnessy Asset Management first reported a position in Applied Industrial Technologies in Q4 2015 and has held it in 36 quarters since.
- 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.