Sandler Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Sandler Capital Management’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	$1.77M	Buy	+5,232	New	+$1.61M	0.88%	39
2025 Q4	–	Sell	-4,099	Closed	-$1.07M	–	144
2025 Q3	$1.07M	Buy	+4,099	New	+$1.08M	0.31%	114
2025 Q2	–	Sell	-9,983	Closed	-$2.25M	–	148
2025 Q1	$2.25M	Sell	9,983 -707	-7%	-$174K	0.56%	71
2024 Q4	$2.56M	Buy	10,690 +3,655	+52%	+$911K	0.27%	114
2024 Q3	$1.57M	Buy	+7,035	New	+$1.43M	0.21%	114
2023 Q3	–	Sell	-41,871	Closed	-$6.06M	–	111
2023 Q2	$6.06M	Sell	41,871 -4,095	-9%	-$546K	0.5%	66
2023 Q1	$6.53M	Buy	+45,966	New	+$6.23M	0.6%	57

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sandler Capital Management's AIT Position: Q2 2026 in Review

Sandler Capital Management opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 5,232 shares worth $1.77M. The stake represents 0.88% of the portfolio and ranks #39 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in AIT as recently as Q3 2025.

Sandler Capital Management first reported a position in AIT in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.53M in Q1 2023. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Sandler Capital Management held 5,232 shares of Applied Industrial Technologies worth $1.77M as of Q2 2026.
Applied Industrial Technologies was a new Sandler Capital Management position in Q2 2026.
Applied Industrial Technologies made up 0.88% of Sandler Capital Management's portfolio in Q2 2026, its #39 holding.
Sandler Capital Management first reported a position in Applied Industrial Technologies in Q1 2023 and has held it in 7 quarters since.
Sandler Capital Management's Applied Industrial Technologies position peaked at $6.53M in Q1 2023.
623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.