Sheets Smith Wealth Management’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.85M | Sell |
5,458
-29
| -0.5% | -$8.9K | 0.18% | 117 |
|
|
2026
Q1 | $1.46M | Buy |
5,487
+34
| +0.6% | +$9.26K | 0.16% | 132 |
|
|
2025
Q4 | $1.4M | Buy |
5,453
+18
| +0.3% | +$4.61K | 0.15% | 134 |
|
|
2025
Q3 | $1.42M | Buy |
5,435
+91
| +2% | +$23.9K | 0.16% | 132 |
|
|
2025
Q2 | $1.24M | Buy |
5,344
+91
| +2% | +$20.7K | 0.15% | 136 |
|
|
2025
Q1 | $1.18M | Buy |
5,253
+186
| +4% | +$45.8K | 0.15% | 137 |
|
|
2024
Q4 | $1.21M | Buy |
5,067
+155
| +3% | +$38.6K | 0.15% | 134 |
|
|
2024
Q3 | $1.1M | Sell |
4,912
-64
| -1% | -$13K | 0.13% | 144 |
|
|
2024
Q2 | $965K | Buy |
4,976
+1
| +0% | +$191 | 0.12% | 164 |
|
|
2024
Q1 | $983K | Sell |
4,975
-90
| -2% | -$16.4K | 0.11% | 169 |
|
|
2023
Q4 | $875K | Buy |
5,065
+226
| +5% | +$36.6K | 0.12% | 148 |
|
|
2023
Q3 | $748K | Buy |
4,839
+117
| +2% | +$17.5K | 0.11% | 157 |
|
|
2023
Q2 | $684K | Buy |
4,722
+6
| +0.1% | +$800 | 0.1% | 176 |
|
|
2023
Q1 | $670K | Buy |
4,716
+1
| +0% | +$136 | 0.1% | 172 |
|
|
2022
Q4 | $594K | Hold |
4,715
| – | – | 0.09% | 177 |
|
|
2022
Q3 | $485K | Buy |
4,715
+1
| +0% | +$103 | 0.08% | 184 |
|
|
2022
Q2 | $453K | Buy |
4,714
+1
| +0% | +$101 | 0.07% | 192 |
|
|
2022
Q1 | $484K | Buy |
4,713
+1
| +0% | +$100 | 0.07% | 219 |
|
|
2021
Q4 | $484K | Buy |
4,712
+17
| +0.4% | +$1.7K | 0.06% | 239 |
|
|
2021
Q3 | $423K | Hold |
4,695
| – | – | 0.06% | 242 |
|
|
2021
Q2 | $428K | Hold |
4,695
| – | – | 0.06% | 247 |
|
|
2021
Q1 | $428K | Hold |
4,695
| – | – | 0.06% | 231 |
|
|
2020
Q4 | $366K | Buy |
4,695
+110
| +2% | +$7.74K | 0.06% | 248 |
|
|
2020
Q3 | $253K | Hold |
4,585
| – | – | 0.04% | 255 |
|
|
2020
Q2 | $286K | Hold |
4,585
| – | – | 0.06% | 205 |
|
|
2020
Q1 | $210K | Buy |
4,585
+245
| +6% | +$14.5K | 0.04% | 251 |
|
|
2019
Q4 | $289K | Sell |
4,340
-185
| -4% | -$11.3K | 0.06% | 273 |
|
|
2019
Q3 | $257K | Sell |
4,525
-28
| -0.6% | -$1.57K | 0.05% | 266 |
|
|
2019
Q2 | $280K | Hold |
4,553
| – | – | 0.06% | 274 |
|
|
2019
Q1 | $271K | Sell |
4,553
-28
| -0.6% | -$1.62K | 0.06% | 281 |
|
|
2018
Q4 | $247K | Sell |
4,581
-141
| -3% | -$9.21K | 0.07% | 248 |
|
|
2018
Q3 | $369K | Buy |
4,722
+56
| +1% | +$4.24K | 0.08% | 264 |
|
|
2018
Q2 | $327K | Buy |
4,666
+511
| +12% | +$36.2K | 0.08% | 255 |
|
|
2018
Q1 | $303K | Buy |
4,155
+60
| +1% | +$4.3K | 0.07% | 258 |
|
|
2017
Q4 | $279K | Hold |
4,095
| – | – | 0.07% | 274 |
|
|
2017
Q3 | $269K | Hold |
4,095
| – | – | 0.07% | 271 |
|
|
2017
Q2 | $242K | Hold |
4,095
| – | – | 0.06% | 271 |
|
|
2017
Q1 | $253K | Hold |
4,095
| – | – | 0.07% | 258 |
|
|
2016
Q4 | $243K | Buy |
+4,095
| New | +$222K | 0.07% | 251 |
|
Other funds holding AIT
Sheets Smith Wealth Management's AIT Position: Q2 2026 in Review
Sheets Smith Wealth Management reduced its Applied Industrial Technologies (AIT) stake by 0.53% in Q2 2026, selling an estimated $8.9K and leaving 5,458 shares worth $1.85M. The position accounts for 0.18% of the portfolio, ranked #117.
Sheets Smith Wealth Management first reported a position in AIT in Q4 2016 and has held it in 39 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.
- Sheets Smith Wealth Management held 5,458 shares of Applied Industrial Technologies worth $1.85M as of Q2 2026.
- Sheets Smith Wealth Management sold 29 Applied Industrial Technologies shares in Q2 2026, an estimated $8.9K.
- Applied Industrial Technologies made up 0.18% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #117 holding.
- Sheets Smith Wealth Management first reported a position in Applied Industrial Technologies in Q4 2016 and has held it in 39 quarters since.
- 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.