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SMA Capital’s Applied Industrial Technologies AIT Stock Holding History

SMA Capital’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 		$5.07M Sell
15,000
-19,000
-56% -$5.83M 2.13% 19
2026
Q1 		$9.02M Sell
34,000
-1,000
-3% -$272K 3.89% 8
2025
Q4 		$8.99M Buy
+35,000
New +$8.95M 4.3% 4

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 $3.38T AUM 44.17% 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

SMA Capital's AIT Position: Q2 2026 in Review

SMA Capital reduced its Applied Industrial Technologies (AIT) stake by 56% in Q2 2026, selling an estimated $5.83M and leaving 15,000 shares worth $5.07M. The position accounts for 2.13% of the portfolio, ranked #19.

SMA Capital first reported a position in AIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.02M in Q1 2026. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • SMA Capital held 15,000 shares of Applied Industrial Technologies worth $5.07M as of Q2 2026.
  • SMA Capital sold 19,000 Applied Industrial Technologies shares in Q2 2026, an estimated $5.83M.
  • Applied Industrial Technologies made up 2.13% of SMA Capital's portfolio in Q2 2026, its #19 holding.
  • SMA Capital first reported a position in Applied Industrial Technologies in Q4 2025 and has held it in 3 quarters since.
  • SMA Capital's Applied Industrial Technologies position peaked at $9.02M in Q1 2026.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

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