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Sovran Advisors’s Applied Industrial Technologies AIT Stock Holding History

Sovran Advisors’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 		$716K Hold
2,057
– – 0.05% 301
2026
Q1 		$629K Hold
2,057
– – 0.05% 315
2025
Q4 		$581K Hold
2,057
– – 0.05% 316
2025
Q3 		$526K Sell
2,057
-159
-7% -$41.7K 0.05% 327
2025
Q2 		$549K Hold
2,216
– – 0.06% 302
2025
Q1 		$491K Sell
2,216
-402
-15% -$99.1K 0.06% 290
2024
Q4 		$663K Buy
+2,618
New +$653K 0.09% 217

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 $3.37T AUM 44.26% 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

Sovran Advisors's AIT Position: Q2 2026 in Review

Sovran Advisors held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 2,057 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #301.

Sovran Advisors first reported a position in AIT in Q4 2024 and has held it in 7 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Sovran Advisors held 2,057 shares of Applied Industrial Technologies worth $716K as of Q2 2026.
  • Sovran Advisors left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #301 holding.
  • Sovran Advisors first reported a position in Applied Industrial Technologies in Q4 2024 and has held it in 7 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.