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R Squared’s Applied Industrial Technologies AIT Stock Holding History

R Squared’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 		$464K Sell
1,372
-18
-1% -$5.52K 0.24% 114
2026
Q1 		$369K Buy
+1,390
New +$378K 0.2% 152
2025
Q4 		– Sell
-3,482
Closed -$909K – 520
2025
Q3 		$909K Buy
3,482
+752
+28% +$197K 0.39% 52
2025
Q2 		$635K Buy
+2,730
New +$621K 0.35% 74
2025
Q1 		– Sell
-100
Closed -$23.9K – 324
2024
Q4 		$23.9K Buy
+100
New +$24.9K 0.02% 797

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

R Squared's AIT Position: Q2 2026 in Review

R Squared reduced its Applied Industrial Technologies (AIT) stake by 1.3% in Q2 2026, selling an estimated $5.52K and leaving 1,372 shares worth $464K. The position accounts for 0.24% of the portfolio, ranked #114.

R Squared first reported a position in AIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $909K in Q3 2025. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • R Squared held 1,372 shares of Applied Industrial Technologies worth $464K as of Q2 2026.
  • R Squared sold 18 Applied Industrial Technologies shares in Q2 2026, an estimated $5.52K.
  • Applied Industrial Technologies made up 0.24% of R Squared's portfolio in Q2 2026, its #114 holding.
  • R Squared first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 5 quarters since.
  • R Squared's Applied Industrial Technologies position peaked at $909K in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.