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

SG 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	$23.9M	Sell	70,718 -40,310	-36%	-$12.4M	1.97%	17
2026 Q1	$29.5M	Buy	+111,028	New	+$30.2M	1.96%	18
2024 Q2	–	Sell	-24,170	Closed	-$4.77M	–	70
2024 Q1	$4.77M	Buy	+24,170	New	+$4.42M	1.56%	24
2023 Q2	–	Sell	-38,340	Closed	-$5.45M	–	51
2023 Q1	$5.45M	Buy	38,340 +26,288	+218%	+$3.57M	1.86%	22
2022 Q4	$1.52M	Sell	12,052 -18,745	-61%	-$2.3M	0.85%	34
2022 Q3	$3.17M	Sell	30,797 -21,096	-41%	-$2.17M	1.48%	24
2022 Q2	$4.99M	Buy	+51,893	New	+$5.24M	3.13%	11

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 $3.37T AUM 44.26% 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

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

SG Capital Management reduced its Applied Industrial Technologies (AIT) stake by 36% in Q2 2026, selling an estimated $12.4M and leaving 70,718 shares worth $23.9M. The position accounts for 1.97% of the portfolio, ranked #17.

SG Capital Management first reported a position in AIT in Q2 2022 and has held it in 7 quarters since. The position peaked at $29.5M in Q1 2026. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

SG Capital Management held 70,718 shares of Applied Industrial Technologies worth $23.9M as of Q2 2026.
SG Capital Management sold 40,310 Applied Industrial Technologies shares in Q2 2026, an estimated $12.4M.
Applied Industrial Technologies made up 1.97% of SG Capital Management's portfolio in Q2 2026, its #17 holding.
SG Capital Management first reported a position in Applied Industrial Technologies in Q2 2022 and has held it in 7 quarters since.
SG Capital Management's Applied Industrial Technologies position peaked at $29.5M in Q1 2026.
618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on SG Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.