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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
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 		$2.63M Buy
33,672
+1,390
+4% +$105K 0.07% 116
2018
Q2 		$2.27M 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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Smith Group Asset Management's AIT Position: Q1 2026 in Review

Smith Group Asset Management increased its Applied Industrial Technologies (AIT) stake by 9.9% in Q1 2026, buying an estimated $107K and bringing the position to 4,352 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #85.

Smith Group Asset Management first reported a position in AIT in Q2 2013 and has held it in 26 quarters since. The position peaked at $3.92M in Q4 2017. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Smith Group Asset Management held 4,352 shares of Applied Industrial Technologies worth $1.15M as of Q1 2026.
  • Smith Group Asset Management bought 392 Applied Industrial Technologies shares in Q1 2026, an estimated $107K.
  • Applied Industrial Technologies made up 0.06% of Smith Group Asset Management's portfolio in Q1 2026, its #85 holding.
  • Smith Group Asset Management first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 26 quarters since.
  • Smith Group Asset Management's Applied Industrial Technologies position peaked at $3.92M in Q4 2017.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.