Smith Group Asset Management
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Smith Group Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Smith Group Asset 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
Q3 		$1.31M Buy
3,929
+63
+2% +$21.2K 0.09% 58
2026
Q2 		$1.31M Sell
3,866
-486
-11% -$149K 0.05% 93
2026
Q1 		$1.15M Buy
4,352
+392
+10% +$107K 0.06% 85
2025
Q4 		$1.02M Buy
3,960
+96
+2% +$24.6K 0.05% 92
2025
Q3 		$1.01M Buy
3,864
+107
+3% +$28.1K 0.06% 93
2025
Q2 		$873K Sell
3,757
-30
-0.8% -$6.82K 0.06% 99
2025
Q1 		$853K Buy
3,787
+16
+0.4% +$3.94K 0.06% 94
2024
Q4 		$903K Buy
3,771
+34
+0.9% +$8.48K 0.07% 94
2024
Q3 		$834K Buy
3,737
+749
+25% +$153K 0.07% 69
2024
Q2 		$580K Buy
2,988
+18
+0.6% +$3.43K 0.05% 75
2024
Q1 		$587K Hold
2,970
– – 0.03% 128
2023
Q4 		$513K Buy
+2,970
New +$481K 0.03% 130
2022
Q1 		– Sell
-270
Closed -$28K – 274
2021
Q4 		$28K Hold
270
– – ﹤0.01% 225
2021
Q3 		$24K Hold
270
– – ﹤0.01% 221
2021
Q2 		$25K Hold
270
– – ﹤0.01% 207
2021
Q1 		$25K Buy
+270
New +$22.9K ﹤0.01% 187
2019
Q1 		– Sell
-33,082
Closed -$1.78M – 448
2018
Q4 		$1.78M Sell
33,082
-590
-2% -$38.5K 0.06% 137
2018
Q3 		$2.64M Buy
33,672
+1,390
+4% +$105K 0.07% 116
2018
Q2 		$2.26M Buy
32,282
+1,360
+4% +$96.4K 0.07% 122
2018
Q1 		$2.25M Sell
30,922
-26,649
-46% -$1.91M 0.07% 118
2017
Q4 		$3.92M Sell
57,571
-300
-0.5% -$19.1K 0.12% 114
2017
Q3 		$3.81M Buy
57,871
+742
+1% +$43.1K 0.13% 113
2017
Q2 		$3.37M Buy
57,129
+520
+0.9% +$31.9K 0.1% 121
2017
Q1 		$3.5M Buy
56,609
+13,770
+32% +$850K 0.1% 122
2016
Q4 		$2.54M Buy
42,839
+39,020
+1,022% +$2.12M 0.07% 143
2016
Q3 		$179K Buy
3,819
+1,310
+52% +$61.1K 0.01% 273
2016
Q2 		$113K Buy
+2,509
New +$112K ﹤0.01% 308
2013
Q3 		– Sell
-231
Closed -$11K – 412
2013
Q2 		$11K Buy
+231
New +$10.5K ﹤0.01% 321

Other funds holding AIT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Smith Group Asset Management's AIT Position: Q3 2026 in Review

Smith Group Asset Management increased its Applied Industrial Technologies (AIT) stake by 1.6% in Q3 2026, buying an estimated $21.2K and bringing the position to 3,929 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #58.

Smith Group Asset Management first reported a position in AIT in Q2 2013 and has held it in 28 quarters since. The position peaked at $3.92M in Q4 2017. 517 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Smith Group Asset Management held 3,929 shares of Applied Industrial Technologies worth $1.31M as of Q3 2026.
  • Smith Group Asset Management bought 63 Applied Industrial Technologies shares in Q3 2026, an estimated $21.2K.
  • Applied Industrial Technologies made up 0.09% of Smith Group Asset Management's portfolio in Q3 2026, its #58 holding.
  • Smith Group Asset Management first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 28 quarters since.
  • Smith Group Asset Management's Applied Industrial Technologies position peaked at $3.92M in Q4 2017.
  • 517 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Smith Group Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.