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Perbak Capital Partners’s Applied Industrial Technologies AIT Stock Holding History

Perbak Capital Partners’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 		– Sell
-3,435
Closed -$911K – 13
2026
Q1 		$911K Buy
3,435
+1,739
+103% +$473K 0.22% 88
2025
Q4 		$435K Sell
1,696
-3,624
-68% -$927K 0.13% 68
2025
Q3 		$1.39M Buy
5,320
+1,776
+50% +$466K 0.24% 48
2025
Q2 		$824K Buy
3,544
+2,593
+273% +$590K 0.19% 91
2025
Q1 		$214K Buy
+951
New +$234K 0.16% 177

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
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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

Perbak Capital Partners's AIT Position: Q2 2026 in Review

Perbak Capital Partners sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 3,435 shares — an estimated $911K sold.

Perbak Capital Partners first reported a position in AIT in Q1 2025 and held it in 5 quarters. The position peaked at $1.39M in Q3 2025. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Perbak Capital Partners reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 3,435 Applied Industrial Technologies shares in Q2 2026, an estimated $911K.
  • Perbak Capital Partners first reported a position in Applied Industrial Technologies in Q1 2025 and held it in 5 quarters.
  • Perbak Capital Partners's Applied Industrial Technologies position peaked at $1.39M in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.