Retirement Guys Formula’s Applied Industrial Technologies AIT Stock Holding History

Retirement Guys Formula’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 Q1	$242K	Buy	911 +24	+3%	+$6.53K	0.11%	123
2025 Q4	$228K	Hold	887	–	–	0.1%	131
2025 Q3	$232K	Sell	887 -41	-4%	-$10.8K	0.08%	146
2025 Q2	$216K	Buy	928 +3	+0.3%	+$682	0.08%	129
2025 Q1	$208K	Sell	925 -13	-1%	-$3.2K	0.1%	130
2024 Q4	$225K	Buy	938 +14	+2%	+$3.49K	0.11%	120
2024 Q3	$206K	Buy	+924	New	+$188K	0.1%	122

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Retirement Guys Formula's AIT Position: Q1 2026 in Review

Retirement Guys Formula increased its Applied Industrial Technologies (AIT) stake by 2.7% in Q1 2026, buying an estimated $6.53K and bringing the position to 911 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #123.

Retirement Guys Formula first reported a position in AIT in Q3 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Retirement Guys Formula held 911 shares of Applied Industrial Technologies worth $242K as of Q1 2026.
Retirement Guys Formula bought 24 Applied Industrial Technologies shares in Q1 2026, an estimated $6.53K.
Applied Industrial Technologies made up 0.11% of Retirement Guys Formula's portfolio in Q1 2026, its #123 holding.
Retirement Guys Formula first reported a position in Applied Industrial Technologies in Q3 2024 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.